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Financial advisors spend a surprising amount of time on admin work and meeting notes.
Before each client meeting, they dig through emails and notes to prepare for the conversation. After meetings, they write follow-up emails and update their CRM.
With multiple meetings per day, these admin tasks can consume 10 to 15 hours every week.
That’s time that could be spent on financial planning or building client relationships.
Radius Wealth Management was founded in 2014. Christian handles investment advice, client relationships, research, and portfolio management. Nancy leads senior client relationships, bringing 35 years of experience from Fidelity and Merrill Lynch.
Their clients typically have at least $500,000 to invest. These aren’t people looking for generic advice. They want thoughtful, personalized service from advisors who remember the details of their previous conversations.
But providing that level of service comes with a significant administrative cost.
Before implementing OnePageCRM, Christian faced problems that most financial advisors will recognize.
Leads came from different places: LinkedIn, referrals, and industry events. Keeping track of everyone was difficult.
“Sometimes people would fall through the cracks,” Christian says.
But the real time drain was meeting preparation and follow-ups.
Before each client meeting, Christian would spend 20 to 30 minutes going through old emails and notes just to remember where they’d left off. After meetings, writing follow-up emails and updating the CRM took another 30 to 45 minutes.
There was also the worry about missing important things clients mentioned or forgetting to follow up on action items.
Radius Wealth Management had been using OnePageCRM for over three years. They appreciate its simplicity and follow-up reminders. With OnePageCRM, the team stays focused on next actions and provides VIP treatment to each of their clients.
However, even a good CRM can’t solve every single problem. While OnePageCRM kept them organized, the team also needed an AI meeting assistant.
Christian learned about FastTrackr AI at an event. What caught his attention was how well it worked with OnePageCRM. By integrating both tools, they didn’t need to change their existing workflow.
From day one, the integration made our lives easier. We’re saving 10-15 hours every week on meeting prep, CRM updates, and follow-ups.
Radius Wealth Management benefits from the integration in multiple ways.
“Everything flows into OnePageCRM with one click,” says Christian.
Before each client meeting, Christian uses FastTrackr AI to generate a single report summarizing insights across all client emails and OnePageCRM notes. This helps create comprehensive meeting preps in just a few clicks.
FastTrackr AI automatically takes meeting notes and syncs them directly to OnePageCRM.
This allows Christian and Nancy to fully focus on actual conversations, which can often cover complex financial topics.
After meetings, FastTrackr AI generates a draft follow-up email with all the key points and action items. Christian reviews it quickly and sends it to the clients right after the meeting ends.
“Follow-up emails write themselves, saving us 30-45 minutes per meeting,” Christian explains.
All action items are then pushed to OnePageCRM with one click, appearing as Next Actions on the client’s contact page.
The integration keeps the CRM as a single source of truth. Any team member can tap into OnePageCRM and see the full picture.
“All context is right there in OnePageCRM when any of us need to follow up with clients. We can all see what needs to be done next, so nothing gets missed,” Christian says.
The integration exceeded the team’s expectations. Christian thought it would just save time, but it’s made their client service much better.
The CRM stays updated automatically. Action items don’t get missed. The team is more present in client meetings and has full context on each client situation.
For advisors managing 50 or more clients, having a setup like this is a game-changer.
“The real value is stronger client relationships and less stress about things falling through the cracks. Integrating OnePageCRM and FastTrackr AI is also one of the most cost-efficient setups compared to other practices. We deliver more value at a fraction of the cost.”
Their clients receive follow-up emails shortly after meetings and comment on how organized and responsive the firm is. “Honestly, I can’t imagine running our firm without this integration now,” says Christian.
