Don't have a database or CRM? Getting a new program or not happy with your current system? Start here...

1. Set Expectations for the Program: What are you trying to address and what do you NEED it to do - paperless, compliant, PDA synch, calendar, categorizing, marketing programs?

2. Get Staff Buy-In: If you are the advisor, do NOT buy any program simply based on a recommendation or demo. Your staff needs to agree that the proposed program is the right one - let's face it - they'll be using it a lot more than you.

3. Invest In It: Suprisingly, most office's existing programs are capable of doing what they want a new program to do except no ones had adequate training on it. Before you switch programs, make sure you really need to make the switch. If you do buy a new program, SCHEDULE training times in advance for everyone in the office and investigate how the program provides support (is it just via email or can you call and get a live person?).

Redtail Technology - A fully comprehensive CRM program for those looking for a web-based solution and a compliant paperless program. Extremely user friendly and I have personally ran practices with this software.

www.redtailtechnology.com

Junxure - Another great program with tons of features for both the advisor and the assistant. Addressing issues such as:

How do I get a handle on all client activity? How can I make my office more efficient and reduce the need for additional staff? Where can I get help with compliance? Is it possible to provide a much higher level of service and communication to clients without increasing firm costs? How can my staff get access to information about the firm's makeup to help better run the firm?

www.junxure.com

EZ Data - A premium program with extremely user-friendly screens. Different programs for different offices - the financial advisor, the insurance agent, the general agencies.

www.ezdata.com

Get In The Groove, Inc. and Gina Rainey do not endorse or receive compensation for any of the recommendations. They are simply recommended from personal experience and feedback from offices that are in the coaching programs.