News & Press: FPANJ Chapter News

October 9, 2018 - RIA Group Meeting

Tuesday, October 16, 2018  
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On October 9th, the FPANJ held a panel discussion on CRM workflows. There was a lively two-hour discussion on how to use workflows to systematize your practice. As one panelist said, your workflows and CRM tools are “mission critical software.”

Many important factors were discussed including:

  • how to select the best CRM software,
  • great ways to find workflows that have already been created, and
  • how to ensure your staff has embraced the systematic way to efficiently service your clients.


Business owners know that systems lead to success and ability to scale. Studies have also shown that financial planners utilizing systemization are able to sell their businesses at a higher multiple. For the attendees, there were many great reasons the workshop was invaluable.

The FPA of NJ would like to thank the following individuals and organizations for making the inaugural session a success and for proving our membership with a wealth of invaluable information.

Sponsor: Jerry Brace of AlphaCentric

Moderator: Thomas Duffy from Jersey Shore Financial Advisors, LLC

Panelists:

  • Timothy A. Knotts, CFP, The Hogan-Knotts Financial Group, Inc.,
  • Chris Schiffer, CFP, MBA, CPA, AIF, AEPG Wealth Strategies
  • Diane Mac Phee, CFP, PCC , DMAC Consulting Services, LLC


Host:
MassMutual Tri State


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