Why most financial planners need a CRM
Most financial planners lose AUM not from bad advice — but from dropped follow-ups. A prospect waits two weeks for a callback. A client misses their annual review because no one flagged the date. A COI relationship goes cold because there was no systematic nurture in place. HelloGrowthCRM fixes the pipeline and relationship management layer so you can focus on the advice.
Build a referral engine that runs itself
Your best source of new AUM is existing clients and COI partners — but only if you work those relationships deliberately. HelloGrowthCRM makes it simple to log every referral, track which COI relationships are most productive, and trigger automatic thank-you messages and follow-ups so your referral engine runs on autopilot.
Reporting that shows you where to focus
Annual reviews are both a compliance requirement and your best retention tool. Clients who skip their annual review are three times more likely to leave within 18 months. HelloGrowthCRM sends automated pre-review reminders and follow-up sequences so every client gets their review — and every advisor hits their review completion targets.
Why teams choose HelloGrowthCRM
AI-powered CRM with the features you need to close more deals.
- AUM pipeline tracking: see every prospect's estimated AUM, prioritise high-value relationships, and track which conversations are moving toward a managed account
- Annual review scheduler: set recurring review reminders for every client — 60 days, 30 days, and 1 week out — so no client ever slips past their annual review date
- COI referral network management: log every centre-of-influence relationship (CPAs, attorneys, real estate agents), track referrals sent and received, and nurture dormant COI contacts automatically
- Drip campaign automation: run compliant, personalised email sequences for new prospects, existing clients nearing a life event, and dormant leads — all from one dashboard
- Life event trigger follow-up: flag clients who recently married, divorced, had a child, or received an inheritance, and automatically queue the right outreach sequence
- Prospect meeting pipeline: track every prospect from first inquiry through discovery call, proposal, and signed engagement letter — with stage-by-stage conversion metrics
- Client segmentation by tier: segment clients by AUM tier (e.g., under $500K, $500K–$2M, $2M+) so you can tailor communication cadences and service levels by segment
- Document request tracking: log outstanding documents (tax returns, beneficiary forms, account statements) and send automated reminders until they're received
- Referral conversion tracking: see which COI relationships produce the most signed clients and calculate the revenue value of each referral source
- Weekly KPI dashboard: monitor new prospects added, meetings scheduled, proposals sent, and AUM pipeline value — all updated automatically each week
Frequently Asked Questions
Common questions about using HelloGrowthCRM in your industry.