April 2025
Why Your Wealth Management CRM Is Failing Your Retirement Plan Business (And It’s Not Your Fault)
Wealth management CRMs work well for individual clients, but a retirement plan business needs a different structure.
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Learn. Evaluate.
Explore how advisory firms use MethodPlan, find practical insights, and get answers to common questions.
Testimonials
What advisory firms say about MethodPlan
Implementing MethodPlan gave us the exact structure we were missing. Routine workflows are more streamlined and efficient, our recordkeeping is more compliant, and our data integrity has never been stronger. Administrative friction and roadblocks have been stripped away, allowing us to focus on servicing plan sponsors and participants.
MethodPlan has helped us bring greater structure and efficiency to our retirement plan workflows within Salesforce, while saving us significant time and expense associated with custom development. The dashboards provide valuable visibility into our overall business, and the MethodPlan team has been a great partner through implementation and ongoing support.
Insights
For teams that run retirement plan businesses.
April 2025
The “We Have a CRM” Trap
Having a CRM isn’t the same as managing your data well, and a CRM that doesn’t fit your business can leave your firm exposed.
Read the article →April 2025
Is Your RIA Data-Ready for AI? Grade Your Data Maturity
AI depends on organized, consistent data. Use this maturity scale to see where your firm stands.
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