Anyone out there using Zapier to connect your systems? Me too ???. I used to use Zapier to make: Google Forms talk to my CRM, or My CRM talk to Google Sheets, or My landing page talk to my CRM... ?? But then I found a better way... You can too. It's easy. No lie.
关于我们
The Advisor Growth System was born out of the need to simplify the complex web of tools financial advisors use daily. Our comprehensive software solution tackles the inefficiencies and redundancies that plague the industry, providing a cohesive platform that enhances productivity and client satisfaction.
- 网站
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https://theadvisorgrowthsystem.com/home
Advisor Growth System?的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 类型
- 私人持股
- 创立
- 2021
- 领域
- Software solutions和Technology Solutions
Advisor Growth System?员工
动态
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How this system is transforming the lives of financial advisors... Here's a scenario: You're a one-person shop. You're listed on Google Business. Someone with $3MM searches "financial advisor near me." Your firm comes up in the search, and they call your business line. You're away on vacation with your family, and there's a 15-hour time difference. So what happens next? Most financial advisors don't have systems in place to capture this opportunity while they are away from the office. Here's how Advisor Growth Systems?? can fix that problem: ?"Missed Call Text Back" feature coupled with AI to respond intuitively based on intent. ?Auto creation of a trackable opportunity inside your sales pipeline for follow-up. ?Auto-completion of prospective client's data inside of your CRM. Don't miss out on opportunities to grow your business (in this example I would have missed a $3MM opportunity for my business.) ???? Is your tech stack empowering you to do the same? DM me to schedule a demo today!