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How to use Less Annoying CRM as a Financial Planner


How to use Less Annoying CRM as a Financial Planner

Financial planners: want to see Less Annoying CRM in action? This is the webinar for you! CRM Coach Eunice will walk you through the ins and outs of the program, explain CRM best practices, and show you our recommended customizations for financial planners.

We'll cover:
- What is a CRM and how can it help your financial planning business?
- What makes LACRM different for the other CRMs you're looking at?
- Customizations, including a template created for (and by) financial planners!, all of our features:
- Contact and company records to track commercial and individual clients
- Customized pipelines to track new leads and onboard existing clients
- Groups to organize your networks
- Subcalendars to schedule client meetings

This webinar is a great way to get your feet wet with the CRM and quickly learn more about how the app works.

Have more questions? Feel free to contact us:


Demo Webinar of Less Annoying CRM

If you want to see Less Annoying CRM in action, this is the webinar for you! In this webinar, Maggie, a CRM Coach, will guide you through the ins and outs of the CRM. We cover:

1. What is a CRM?
2. All of the CRM's features
3. Customizing Options
4. Commonly asked questions and concerns

Less Annoying CRM only takes a few minutes to set up and learn, and this demo will give you all of the tips and tricks you need to be aware of as you get started.

Have questions not answered in the webinar? No problem! Feel free to contact us at

Less Annoying CRM user profile: Sophia Bera of Gen Y Planning

Sophia Bera, founder of Gen Y Planning, was generous enough to talk with us about why she chose Less Annoying CRM for her entrepreneurial business, and her experience with the software!

Keep an eye out for a quick guest appearance by LACRM's spirit animal, Baby Turtle!

7 Ways to Optimize Less Annoying CRM for your Insurance Agency

In this webinar, Maggie, a CRM coach at Less Annoying CRM, will guide you through our top tricks and tips for insurance agents using Less Annoying CRM. We cover:

1. Customizing your pipelines
2. How to attach pipelines to the correct record
3. How to pull reports based on the policy expiration date
4. How to pull up a list of contacts turning 65
5. When and why to use groups, and much, much more!

If you're looking for ways to maximize the use of your CRM for your insurance agency, this is the webinar for you.

Have questions? No problem! Feel free to contact us at

Manage multiple small businesses with one CRM

Let me know if this sounds like you: you're an entrepreneur, you run a few different businesses offering a few different services/products, and you're going NUTS trying to manage all of your spreadsheets and email lists!

This is where Less Annoying CRM comes in. You can manage multiple businesses (yes, multiple databases of clients and leads!) in one LACRM account and still track and get reminders about everything you need.

In this webinar, CRM Coach Eunice covers:

- Exactly how to keep all of your contacts in one place and still be able to easily parse out each business' customers, leads, and marketing lists

- Managing your employees (Have an assistant for each business? They can still use the CRM without getting in each others' way!)

- Tracking your sales so that you have your finger on the pulse of each of your revenue streams

- Getting it all set up in your own account (and yes, LACRM is here to help every step of the way!)

Have more questions? Feel free to contact us!

Syncing your Less Annoying CRM contacts with PieSync

If you've ever wanted to sync your Less Annoying contacts with Outlook, QuickBooks, or Constant Contact, check out PieSync! PieSync is an integration platform that allows you to send contact data in a two-way sync between Less Annoying CRM and other systems. While Less Annoying CRM has some built-in integrations with apps like Mailchimp and Google, and you can build your own integrations with our API, PieSync allows you to connect with more programs and have greater control over the types of contact data being synced -- without having any coding skills at all!

Here is a list of all 160 apps you can sync with your Less Annoying contacts via PieSync:

In this webinar, we're teaming up with PieSync to answer all of your contact syncing questions. Over a 30-minute presentation, our PieSync expert will:

* Explain the ins and outs of PieSync's 2-way contact syncing system
* Compare PieSync with other contact-syncing platforms
* Demo the app live
* Explain common PieSync-to-LACRM use-cases

If you want to read a step by step tutorial on integrating LACRM with PieSync, check out this post:

Have more questions? Feel free to contact us:

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Less Annoying CRM: Contact Relationships

Learn how to link records in your CRM together so that they're connected for almost any reason: family ties, referrals, sister companies, and more!

Mailchimp Integration Tutorial

Learn all about how Less Annoying CRM's integration with Mailchimp works! This video covers how to set up your audience in Mailchimp, how to connect your CRM groups to your audiences, and how to log those campaigns to your Less Annoying CRM contacts.

Deep Dive: Pipelines

In this webinar, Julia, a CRM Coach at Less Annoying CRM, will guide you through everything you need to know about Less Annoying CRM's pipelines feature. We cover:

1. What the heck is a pipeline?
2. How to attach a pipeline to a record
3. How to customize your pipelines
4. How to pull reports
5. Common pitfalls

If you want to start using pipelines, or you're thinking about tweaking your current setup, this webinar is for you!

Have questions not answered in the webinar? No problem! Feel free to contact us at

Reporting 101

Part of what makes a CRM so useful for small business owners and managers are the reporting features. Less Annoying users can pull reports in order to see all of their contacts, leads, upcoming tasks, past activities, and more! Pulling reports can help you get a snapshot of your CRM data as well as help you gain valuable insights into the future health of your business.

In this webinar, CRM Coach Eunice will show you how to use all of the reporting features in the CRM, including:

* Our pipeline, contact, task, and activity reports
* Various filtering and sorting options
* Exporting reports to Excel and running calculations
* Reporting best practices
* How to save reports

This webinar is a great way to get to know Less Annoying's reporting features and make sure that you are making the most out of your CRM data.

Have more questions? Feel free to contact us:

Want notifications for future webinars? Sign up for our newsletter:

1000 Calls A Day: What CRM Should You Use?

Do you know which CRM you should be using? Today I’ll help you answer this question. The best CRM is the one you will actually know how to use and use regularly. A lot of CRMs do many amazing things, but if you don’t know how to use them and you can’t take advantage of all of their features, they’re worthless.

Learn more→

How the LACRM sales team uses the CRM

In this webinar, Eunice, a CRM Coach at Less Annoying CRM, will show you how the LACRM team uses their own product to close more deals. Eunice will cover:

- Our sales pipeline
- How we process new leads
- How we test our sales process
- How sales and customer service collaborate in the CRM
- How we pull reports

...and much, much more!

If you're looking for ways to tweak your sales process and test your workflow, this is the webinar for you!

Have questions not answered in this webinar? No problem! Feel free to contact us at

Less Annoying CRM

A video about Less Annoying CRM.

How Less Annoying CRM Works - Pipelines & Customization 201 | How Much Is Less Annoying CRM

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Moving to FInancial Advisors CRM

How to move to Maximizer CRM for Financial Advisors


James Pollard | How Financial Advisors Can Get Clients With Email

James Pollard | How Financial Advisors Can Get Clients With Email

You can’t get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc.

What if you could minimize your work and set appointments on autopilot?

In this episode, you’ll find out how to set appointments with potential clients on autopilot. Instead of spending hours chasing prospects, you’ll see new opportunities pop up in your calendar with minimal work.

Listen now to get your appointments on autopilot instead of wasting hours every day you could’ve spent with your family, friends or hobbies.

Show highlights include:
- The single most important step for getting appointments on autopilot (do this once and it will generate clients for years to come). (6:15)
- This marketing method is pronounced “dead” regularly—but savvy financial advisors still rake it in using this channel, outperforming those who neglect it for “cooler” solutions. (7:45)
- You’ll never get a single appointment without working for it if you don’ copy-and-paste this into your marketing. (12:15)
- The 3 steps to getting appointments without spending tons of time setting them. (15:30)

Go to the and pick up your free 90 minute download called 5 Keys to Success for Financial Advisors when you join The James Pollard Inner Circle.

Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:

Get more James Pollard at

CRM w/ Auto Dialer

How to use kvCore as a CRM - Part 1, with James Boyle

This is the first in a video series on how to use the kvCore Smart CRM, with Sylvia Dana & James Boyle. James talks about how and why he switched from his previous CRM to kvCore's Smart CRM -- and how uses kvCore to manage more & more aspects of his business. Here is are the chat notes you can refer to for links and such -

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The Five Steps To Becoming A "Virtual" Fee Based Financial Planner | FEE002

Visit my website for more episodes at:

In this episode, I'll share the five steps to becoming a virtual fee based financial planner. This is a critically important step to building a life into your lifestyle.

This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what's working (and more importantly, what's not) in the world of financial planning. So, Subscribe for Free Now! My plan is to record a new episode on the 1st and 15th of each month. Subscribing today will deliver these episodes to you as soon as they are released.

To subscribe to the podcast, please use the links:
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If you have a chance, please leave me an honest rating and review on iTunes. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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