I understand that financial advisors often wear many hats in addition to taking care of clients. One of these hats, many times, is being their firm’s Salesforce Administrator. It can be challenging to get the most out of Salesforce when only a sliver of your day can be dedicated to it. Also, it may not make fiscal sense to hire someone full-time for this role. This is where I come in. With my knowledge of the RIA space and Salesforce, I can help you customize the platform to work best for your firm, so you can get back to focusing on clients.
