Franklin Tsung Shares How to Enhance Client Engagement Through Salesforce

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While at RIA Edge West, Franklin Tsung spoke about how advisors can optimize Salesforce by strategically integrating custodial and planning software data to generate analytics for client households. This involves adopting a multi-custodial approach, incorporating portfolio accounting systems like Tamarac, Black Diamond, and Orion, and merging historical plan activity. By creating practice analytics within Salesforce, advisors can identify high-return client activities and assess internal cost centers, ultimately enhancing client engagement and operational efficiency.

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