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)
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.