How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

Case Study

Advisor, Devon Wilson faced increasing competition and wanted to increase his revenue, but the old manual processes and the generic CRM he had been using were holding him back.

The solution was to centralize all his client data, carrier feeds and automate his workflows with Equisoft/connect.

Read the case study to get:

  • Insights into how to minimize effort and improve client service with centralized data feeds
  • Tips for saving time and reducing costs through automated workflows
  • Ways to automate compliance so you can spend less time worrying and more time on client needs
Equisoft Article Background Image

Download Now

Related Articles

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

Advisor Productivity

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

See the impact on one advisor when the BGA he worked with implemented Equisoft/connect in their advisor force.
Read Case Study
Equisoft Analyze For Advisors 1200x630

Advisor Productivity

How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales

This case study reveals how one carrier implemented Equisoft/analyze for advisors as part of a successful strategy to build a new investment capability within their existing advisor force.
Read Case Study
Calendar 1920x1080

Advisor Productivity

8 Productivity and Time Management Tips for Advisors

Increased productivity can improve satisfaction and enable advisors to fulfill their vision for their practice. Get 8 top tips on improving your time management and overall productivity.
Read Article