How Provincial Development Group Scaled Their Firm with Daylite – Blog
Summary
For almost two decades, they’ve been helping wealth management firms across the United States and Canada to scale their business, and achieve sustainable growth. After implementing Daylite, Provincial Development Group was able to keep track of communication with clients, stay on top of action items, and scale their business without worrying about details slipping through the cracks. Everyone is able to easily link emails to client records, and log phone calls as well as action items, so nothing gets missed. Using Daylite, they can tag their contacts as “Advisor”, “Referral Partner”, or “Speaking Presentation Opportunity”, then filter them into lists and build a rhythm for regular touch points to nurture those relationships. Whether they’re adding on one new team member, or twenty, Blain knows that by having all their client communication and next steps in Daylite, they don’t have to worry about things slipping through the cracks as they scale.
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