Page 24 - Investment Advisor November 2022

Executive Leadership

FIRMS AdvisorEngine
The AdvisorEngine team recently reintro-
Advisor Group duced the client relationship management
In 2021, the executive leader- software Junxture after four years of focus
ship at Advisor Group established the Advisor Engagement on transformation, it said: “We were the first CRM to offer
Initiative to boost its ability to “drive greater awareness and digital account opening integration with Schwab Advisor
adoption of its … programs and platforms,” according to the Services.”
firm. For continuous improvement, for instance, it formed the The firm explains that it developed its CRM via a “low
National Advisory Board and National Operations Excellence code” and “no-code” approach. “Advisors can customize
Council, chaired by a member of NAB and including a dozen their CRM without needing any technical expertise, … and
advisors selected from 160 nominations. firms reap massive cost savings as a result, since no technolo-
It also has added “innovative and forward-thinking lead- gists on staff or high-priced consultants are needed.” Overall,
ers to the firm to promote a new standard of personalized its technical support team earns a 98% approval rating on
service, combined with the benefits of industry-leading scale a monthly basis, and emphasizes client feedback through
and resources,” the firm explained. The Advisor Engagement design sprint sessions, it adds.
team matches the best resources and solutions with each
advisor’s specific business model, it added — “whether they American Portfolios Financial Services, Inc.
are a super-OSJ looking for enhanced recruiting support, a American Portfolios has moved to give
mid-sized practice looking for effective marketing tools, or an its advisors “easier online account access,
ensemble practice looking to drive more operational efficien- simplifying the process of registering end-clients” in its AP
cies and higher margins.” Client Access portal, it said. Plus, end-clients can register

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