Hey all, this is my first post! My name is Elisa Llanes and I am an intern at Farther Financial Services. We use Wealthbox as our main CRM and we are in need of looking for the best way to track where our clients are at within their specific service model. We have used workflows, but is there any other way that can easily track or let us know next steps? We also have access to Hubspot- Would you say maybe this CRM is better for this need? I put a poll down below for your thoughts. Thanks!

I've got some questions related to retirement plan accounts at LPL - any experts out there willing to hop on a call this week?

Does anyone have any ideas, I have email templates for welcome emails when a client accounts is opened. Can anyone think of a way to make a reminder to the advisor to send out?

Our office recently transitioned to Advyzon for our CRM, and we are somewhat overwhelmed by the robustness of its workflow capabilities. Does anyone have workflow templates they are willing to share? Would love to see how other offices use Advyzon to track/manage incoming account transfers, client meetings, etc. Thanks!

Does anyone utilize Jump with AdvisorEngine, Orion, eMoney, and Holistiplan? Or any of these systems with Jump if not all? We have been using Jump for note taking for about a year and are trying to utilize it for meeting prep and would like to hear others' experience if applicable.