Grunbeck Financial Services LLC

Have you ever heard of text expanders? They're a lifesaver when it comes to typing faster and more efficiently. And guess what? They can also help you maintain a consistent tone across your firm! Want to learn more about how you can use them to streamline your workflow?

https://www.grunbeckfinancialservices.com/post/revolutionize-your-firm-s-communication-with-text-expanders

Here are five different ways you can make use of Grammarly. Additionally, there is a bonus tip that you might find useful.

Top 5 Ways to Use Grammarly! Grammarly is a great tool that can help you improve your writing skills. It provides suggestions on grammar, spelling, and even conciseness, which can help you avoid embarrassing mistakes and improve your writing credibility. The best part is that it is available across different platforms so you ca...

Are you ready to take your CRM to the next level? A customized CRM can help you maximize efficiency and boost customer satisfaction. To get started, check out these awesome tips!

Customizing Your CRM: Tailoring Your System to Meet Your Business Needs If you're running a business, you know how important it is to keep your customers happy. Managing customer interactions, tracking sales, and performing repetitive tasks can be a real challenge. Fortunately, a CRM (Customer Relationship Management) system can help you streamline your workflows, autom...

This post discusses five important tasks your paraplanner can undertake that you might not have considered before. These tasks can significantly benefit your firm.

5 Uncommon Tasks Your Paraplanner Can Take On You know a paraplanner can help you create financial plans, take notes in client meetings, and manage your CRM, but there are many other tasks a paraplanner can do to help you. Here are some ways you may not have thought of where a paraplanner can relieve your time: 1. Helping with surge meeting pre...

Learn how to make sure you notify the proper individual when doing workflows and tasks.

How to Use Wealthbox Notifications Effectively In this video, we'll explore the proper way to utilize Wealthbox notifications, so you can effectively inform your colleagues and employees. Getting it right...

Have you ever considered if there's a more efficient way to work with a paraplanner without having to hold so many meetings?

Introducing a Fresh Approach for Advisors & Paraplanners to Collaborate

The paraplanner can assist the advisor during and after client meetings in a variety of ways, one of which is taking notes.

Discover How a Paraplanner can Help a Financial Advisor with Client Meetings Have you ever wanted your paraplanner to better understand what is happening with the client to help build out their financial plan? You may be concerned about how to involve the paraplanner in the meeting, so they don’t look like they are not doing anything. One of the best ways to address this i...

Looking for an advisor will take time, and here are some tips on finding the right advisor.

How to Find the Right Advisor As you make money either as an employee or self-employed contractor, you want to become more financially responsible – but where to start to find the right advisor that will work best for you and your family?

The best ways to effectively use tasks in Wealthbox.

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Ever wonder about how to create a financial plan with a paraplanner? Here is a guide on how to do just that.

https://www.grunbeckfinancialservices.com/post/guide-to-creating-a-financial-plan-with-a-paraplanner

Guide to Creating a Financial Plan with a Paraplanner There are many ways to create a Financial Plan with your paraplanner but making sure you have a process is paramount in creating an effective plan that will work for you and your clients. Here is an outline that an advisor can follow to create a financial plan that works for the advisor and their cl...

How to take multiple workflows and combine them into one to make the most of your time.

Wealthbox Outcomes: How to Combine Your Workflows Wealthbox is the leading CRM and portfolio management software for advisors. Our video will show you how to combine your workflows and make the most of your ...

Are you looking for a way to keep your clients up to date on what's going on at your firm or in the markets without having to send out individual emails?

https://youtu.be/xn_RVWxL7w0

Wealthbox: Personalize Your Bulk Email for a Family or Individual Are you looking for a way to keep your clients up to date on what's going on at your firm or in the markets without having to send out individual emails? Wea...

Here is 5 ways to Customize your CRM so the system works for you and not the other way around.

5 Ways to Customize Your CRM 5 ways to optimize your CRM so the CRM will work for you and not the other way around. This will help advisors and paraplanners understand the importance of ...

Here are some techniques to get the paraplanner to impact your firm immediately.

How Paraplanners can Impact the Advisor’s Firm Immediately! As a paraplanner, we have worked with different advisors with a niche client base; this comes with different ways advisors work with their clients. As a paraplanner, you need to understand how the advisor works with their client base to better support the advisor and their firm. Here are ways to qui...

Here are some ways a paraplanner can quickly get up to speed and support the advisor’s client base effectively.

https://youtu.be/dmGz_BFw1eQ

How to Work with an Advisors Client Base This video talks about how a paraplanner can quickly get up to speed and support the advisor’s client base effectively.Schedule a Free Exploratory Meeting wi...

Once you onboard a paraplanner here are some projects you can give them to help with your firms operations or simply getting more organized.

Types of Internal Projects Paraplanners do More Often than Not! This video is about what types of projects paraplanners do once we get onboarded at a financial advisory firm or start working with a financial advisor.

How tasks are different when supporting an advisor specialty.

Working with Different Advisors Niche This video is about the different niches a paraplanner works with. In particular, talks about the different types of tasks that are different for divorce pla...

Customizing your new CRM to fit your firm’s size and goals is the first step to making it work effectively for your firm.

Five Ways to Customize Your CRM

Why hiring a virtual paraplanner will lower an advisors costs to improving workflows.

Top 5 Reasons Why You Should Outsource to a Paraplanner This video is about the benefits an advisor receives from outsourcing to a virtual paraplanner. This will include the costs benefits to how paraplanners can ...

Think of some meetings as not being formal but talking to the employee as if you stopped by their office.

Tips on how to Communicate with your Virtual Employee Tips on how to work with someone or your employee virtual employee. What type of systems to use and how to use the tools to communicate effectively.

What is the best CRM for your Business? Many small business owners start out with a free CRM system or an Excel spreadsheet to keep track of our clients or prospects. This will be useful for a while but the limitations of these two approaches appear once your business grows large enough. Also, you will need a place to store your workflows...

Here are some tasks that a financial planner can outsource to a paraplanner. The only limit to what you can outsource is your imagination.

What Tasks Financial Planners can Outsource to a Paraplanner This video is about what are some of the tasks that a financial advisor can outsource to a paraplanner.

4 Ways to Connect with Clients through Automated Touch Points Here are some ways that we have found helpful to stay connected through automated touch points.

Some tips on how to work with a contractor virtually.

How to Work with Contractors Virtually Working virtually offers many benefits for the contractor, from living where they want, to getting the work done on their schedule. However, employers may worry about whether the virtual contractor will get the work done. As someone that has worked virtually for much of my career in both with a larg...

Creating a niche as a paraplanner and how the advisor benefits.

https://www.grunbeckfinancialservices.com/post/can-paraplanners-work-with-niche-clients

Can Paraplanners Work with Niche Clients? Advisors are told to focus on a niche clientele to help build their client bases. You see advisors specialize in working with tech professionals, medical professionals to clients seeking divorce but can a paraplanner do the same thing by specializing in a niche area? Let’s look at what paraplanner...

How to Maintain Connection With Client When Outsourcing the Financial Plan The advisor really connects with the client as they go through the financial planning process together. The advisor values that connection, but as the firm grows, they might not have the time to construct the financial plan while focusing on other areas of their firm. When the advisor outsources the...

Outsourcing the Financial Plan: Getting Your Feet Wet Financial Planning is the heart and soul of many financial advisors’ practices, and as such, outsourcing it to your paraplanner can be a difficult decision. The advisor doesn’t have much trouble deciding to outsource tasks like account paperwork, internal projects, managing the CRM, or other adm...

Why Outsource to a Paraplanner! What are some of the benefits of outsourcing your firms work to a paraplanner.