CRM CABBIE
implementation and management for financial advisors
Professional info
I developed the idea for CRM Cabbie after nearly 8 years in the wealth management industry. I have worked with numerous firms across the nation on the design and implementation of CRM systems that streamline and standardize their most important office procedures.
Three years ago I read a quote by Chet Holmes in his book, The Ultimate Sales Machine, that changed the way I look at business. "Implementation, not ideas, is the key to real sucess". I have worked with hundreds of successful advisors and what makes them successful is their ability to generate one great idea after another. Unfortunately, most of them fail to reach their full potential because they do not have the time, energy or staff to implement many of these great ideas. I learned early on that I have a gift for implementation, particularly when using a CRM system to get the idea off the ground and running. Wealth Management is a relationship business and a client relationship management system is an invaluable component of any advisors business.
Technology
Microsoft Dynamics CRM
Ebix SmartOffice CRM
Redtail CRM
Bill Good Gorilla Marketing CRM
Financial Profiles Professional
MoneyGuide Pro
EMoney
Work experience
Vice President, Southside Bank
2013 - present
Supervise all aspects of operations, client service and practice management for the wealth management group. Responsible for implementation and management of new department CRM and Rebalancing technology. Prepare wealth management plans for clients and prospects. Design and implement procedures to maximize departmental efficiency.
Skills
Project Management
Process Implementation
CRM Implementation
Consulting
Practice Management
Employee Training & Education
2010 - present
Director of Advisor Support, Feliciano Financial Group
2010 - 2013
Supervise all aspects of operations for seven support staff. Prepare wealth management plans for clients and prospects of 18 financial advisors. Develop, implement and apply talent development and performance evaluation systems for direct reports. Develop financial plan processes which maximize departmental efficiency while providing financial advisors critical information to assist clients.
2010 - present
Financial Analyst, Felciano Financial Group
2007 - 2010
Assisted multiple advisors across Texas and Oklahoma with the design and implementation of holistic wealth management plans. Provided research and analytical support for clients and prospects. Developed investment models and asset allocation recommendations for the entire firm. Worked with advisors in all aspects of wealth management and appointment preparation for all cases.
Registered Sales Assistant, Feliciano Financial Group
2006 - 2007
Support financial advisors with new client development. Developed and implemented marketing and prospecting campaigns to generate new business. Maintained high volume of proactive calls to clients and prospects on a daily basis. Helped manage and maintain database records, coordinated calendars, scheduled appointments and coordinated client events.
Education
Masters of Business Administration
University of Texas at Tyler
2011 - 2013
Bachelors of Business Administration, Finance
University of Texas at Tyler
2001 - 2006