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Foord, Van
Bruggen, Ebersole & Pajak
"The
organizational capabilities of SmartOffice are
phenomenal…you’ll impress the heck out of
people
by doing what you say when you say—every
time."
Chuck Ebersole CFP, ChFC, CLU
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32-year member MDRT
Co-founder and Partner
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Challenges
- Move from
a Windows-based solution to gain
anytime, anywhere access
- Track the
progress of every client as they
move through the sales process
- Provide
infallible tracking and protection
for client information
- Help
clients make the best decisions
using performance reports
Solutions
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SmartOffice Premier Edition
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SmartInvestments and SmartPolicies
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SmartOpportunities to drive client
activity management
- SmartPDA &
SmartMobile-Palm for handheld data
access
- SmartLink
integration with DST for performance
reporting
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Results
- Successfully transitioned
26 years of client records into a 12G SmartOffice
database
(largest single retail conversion in E-Z Data’s
history)
- Provide timely performance
reports so clients can evaluate fund performance and
rates of return
- Predictably follow up on
every activity so nothing falls through the cracks
- Maintain comprehensive
online client records, including all client
documents
- Obtain rate of return for
any given fund in 60 seconds — with little or no
effort
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Foord, Van Bruggen, Ebersole and Pajak,
one of the top financial planning firms in Sacramento,
California, offers fee-based financial and estate
planning and investment management. Partner Chuck
Ebersole has been using E-Z Data solutions for more than
20 years. He and his two assistants have been using
SmartOffice since 2006. For more information, visit
www.thewealthandbeyondprogram.com. |
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