Advisors Assistant

ContactFounded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 20 years.
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Advisors Assistant

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Advisors Going Independent is a free resource dedicated to helping financial advisors formerly associated with regional brokerages and wirehouses to become independent advisors. Advisors going independent get free access to vital resources including:

  • One-hour videos about operations, compliance, and marketing
  • Research from consultants and thought leaders
  • Ratings by independent advisors of practice management apps
  • Access to a practice management portal for independent advisors
Going independent may be the best decision of your career, but you must know about:
  • how to ask clients to transfer assets
  • activities that can expose you to legal action
  • starting an RIA and affiliating with an independent B/D
  • a CRM system for managing clients and staff
  • how you’ll deliver and maintain financial plans
  • providing performance reports to clients
  • processes ensuring operational efficiency
  • marketing and client communications solutions
For immediate help with these issues, view our webinars and sign up for our practice management portal and online community for independent advisors.