Thanks for checking out our video! In this video, Impact’s Chief Marketing Officer, Alex House is delivering her House Rules for optimizing your client relationship management (CRM) in your financial practice. She explains four easy steps to ensure your utilizing this highly effective platform. Timestamps: 0:00 – House Rules Intro 0:20 – The Value of a CRM System 0:43 – Step #1: Remove Duplicates 0:57 – Step #2: Use Tags 1:22 – Step #3: Emails & Cellphones 1:41 – Step #4: Write in Long-form #financialadvisors #financialplanning #financialadvisortips #financialadvisor We’re Not Your Standard Insurance Marketing Organization We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership. House Rules Playlist: https://www.youtube.com/playlist?list=PLFBdHoHsCOFwGEnqJKaDhR3cogV7a1WSg Impact Partnership – IMO for Financial Advisors Our website: https://impactpartner.com/ Hear More of Our Story: https://impactpartner.com/our-story/ Schedule a Visit & Experience the Impact Difference: https://impactpartner.com/contact/ Financial Advisor Case Studies: https://impactpartner.com/results/ Marketing Services We Offer: Branding for Financial Advisors: https://impactpartner.com/brand-strategy/ Radio for Financial Advisors: https://impactpartner.com/radio/ TV for Financial Advisors: https://impactpartner.com/television/ Lead Generation for Financial Advisors: https://impactpartner.com/lead-generation/ Digital Marketing for Financial Advisors: https://impactpartner.com/digital-marketing/ Don’t forget to subscribe for more financial advisor marketing resources and exclusive content. SUBSCRIBE HERE: https://www.youtube.com/channel/UC5_anD5eWOIYJhGpz-se5XQ?subconfirmation=1 Grow Your Practice™. Change Your Life. Stay up to date with us: Twitter: https://twitter.com/Impact_Partner Facebook: https://www.facebook.com/ImpactPartnership/ Instagram: https://www.instagram.com/theimpactpartnership/ LinkedIn: https://www.linkedin.com/company/the-impact-partnership/ #financialadvisormarketing #financialadvisortips #financialadvisors