top of page

Justin Hargrove MBA


Tel: 903-372-0269

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.


Microsoft Dynamics CRM

Ebix SmartOffice CRM

Redtail CRM

Bill Good Gorilla Marketing CRM

Financial Profiles Professional

MoneyGuide Pro


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.


Project Management

Process Implementation

CRM Implementation


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.


Masters of Business Administration
University of Texas at Tyler

2011 - 2013

Bachelors of Business Administration, Finance
University of Texas at Tyler

2001 - 2006

bottom of page