Your Secret Weapon: Client Relationship Management Software

A properly designed and implemented CRM system goes far beyond contact management — it can become the operating system for your entire counseling or coaching practice.

In this session, we’ll explore how strategically implemented CRM software enhances the financial counseling process and strengthens the client–counselor relationship — all on autopilot. Learn how to:

-Automate client communication

-Manage clients throughout the counseling or coaching process

-Provide a secure client portal for gathering and sharing information

-Facilitate client engagement and completion of “homework”

-Remind clients of tasks between sessions

-Integrate session scripts and note taking

Time: Noon ET

Presenters: Amelie Riendl, AFC®️ PMP®️ and Joshua Escalante Troesh CFP®️, MBA