Keystone Financial Management. A John Hancock Member Firm Nick Wynne Marketing Director. Keystone Financial Management. 5 Branch Offices in Eastern PA 50+ Associates Servicing over 80,000 contacts Clients (has assigned associate)
Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.
A John Hancock Member Firm
*No Centralized, Uniform tracking system that brought all contact management together.
*Again, not centralized. Little Accountability
1. Contact Management
3. Succession Planning
5. Policy Tracking
*Feb. ’07- roll out to all associates on a mandatory basis to utilize contact management. 52 Users Enabled.