Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and better collaboration across your firm. Join us on December 3, 2025, at 11:00 AM CST, as we dive into how AUM generators can improve visibility, streamline follow-up, and maintain momentum, all by transforming CRM into a true engine for growth, not just a maintenance tool.
What You’ll Learn at This Webinar
From the field to the office, CRM plays a pivotal role in creating predictable pipelines, improving communication, and aligning marketing and sales. In this session, we’ll cover:
Why CRM Matters for AUM Growth
Deals take months, consultants influence wins, and partners expect consistent follow-up. CRM gives your team the map to win together.
Continuous Improvement
Learn how visibility enables growth, relationships compound when captured, and consistency builds trust across teams.
Making CRM Fit Your Process
Discover practical ways to align CRM stages with real-world opportunity cycles, streamline fields, and encourage adoption through relevance.
Everyday Habits That Stick
Build a rhythm of success: daily dashboard scans, weekly pipeline reviews, and seamless mobile note logging.
Cross-Team Collaboration with Marketing
See how CRM bridges the gap between roles and responsibilities, creating stronger feedback loops and improving lead quality.
Why You Should Attend
This webinar will help every role in the firm, from relationship managers to marketing and operations, understand how CRM adoption drives growth, increases transparency, and enhances client experience.
Together, we’ll show how CRM equals momentum, not maintenance. Register Now to reserve your spot on December 3rd to start building a culture of CRM at your firm.
