When it comes to saving time and keeping clients happy, automation is the name of the game for Ross Marino, who heads a three-advisor Raymond James office in Wilmington, N.C. He says that a little organization upfront, and technology can take care of most of the hassle of scheduling client communications.
“We have client meetings lined up every month,” he says. “And it’s all automated on the computer, so 40 names will pop up and our client services manager can shoot off an email to all 40 of them in under two minutes.”
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