by Nicholas Donato | Jan 17, 2017
Navatar shows RIA professionals how the right cloud technology and software can ensure that every client meeting runs smoothly in this quick 25 minute presentation. Private Equity Investment Banking Corporate Development Private Credit Venture Capital Hedge Fund...
by Nicholas Donato | Jan 22, 2016
Learn how Cascade, a leading Denver-based investment management firm, created top-notch client service processes for these key client service areas: • Client Onboarding – This is critical since it can set the tone for the life of the entire relationship • Service...
by Nicholas Donato | Sep 24, 2015
You know the drill. Markets turn down, the VIX soars, the phone rings. It rings a lot. All sorts of client emotional states are in play. Watch this recorded webinar to learn how VAX, an easily deployable tool, can help you better manage the varied emotional states...
by Nicholas Donato | Apr 2, 2015
It’s a must-have for an advisory practice, but most advisors still wrestle with CRM. Instead of driving business development and improving client experience, CRM often ends up distracting advisors away from their core business of managing money. Watch this recorded...
