• CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Segment clients and maximize results with CRM software

Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home In Depth Special Reports Winning Strategies 2013 Segment clients and maximize results with CRM software

Winning Strategies 2013

More from this feature

Segment clients and maximize results with CRM software

Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software “Maximizer”. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

  • By: Dan Richards, Michael Andersen
  • March 25, 2013 October 30, 2019
  • 14:20
Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
Dan RichardsMichael Andersen

Related news

Client events raise $15,000 for Canadian Cancer Society

The perils of fragmentation for HNW clients

Five steps to a successful partnership with clients

Strong website delivers two new clients per month

Get your firm featured on the news

Keywords
Client segmentation,
 
Winning Strategies 2013
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    Decumulation for business owners, incorporated professionals and holdco shareholders

    Gold nest egg concept for retirement savings and financial planning

    Can ETFs solve the income challenge?

    Man standing on top of mountain raises his hands up in victory
CE Corner For Your Clients Events

Latest news In Special Reports

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

  • By: Katie Keir, Emily Fox
  • February 12, 2024 July 9, 2024
  • 00:14

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

  • By: Maddie Johnson
  • January 24, 2022 January 24, 2022
  • 00:07

Today's top stories

Five areas where wealth firms most need to improve advisor support

Firms must communicate with advisors and provide training when implementing new systems

  • By: Katie Keir
  • November 15, 2024 November 13, 2024
  • 09:34

CIRO sanctions supervisory lapses at Desjardins

Firm failed to oversee trading activity by a couple of its reps

  • By: James Langton
  • November 15, 2024 November 15, 2024
  • 09:16

Freedom to choose products remains a top priority

Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs

  • By: Roland Inacay
  • November 15, 2024 November 13, 2024
  • 09:33

Canaccord acquires Wood Gundy advisory team with $1B in client assets 

The acquisition also marks the launch of Canaccord’s Ottawa office

  • By: Noushin Ziafati
  • November 15, 2024 November 15, 2024
  • 16:39
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Free Subscription
  • Finance Investissement
  • Advisor.ca
  • Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>