Sticky Advisor is part of this year's Top Service Providers
CEO: Justin Giesbrecht
Headquarters: Kelowna, BC
Target market: Small-office advisors, advisors just starting out and seasoned advisors
To be a successful financial advisor, accuracy is essential. When dealing with a person’s finances, errors are rarely tolerated. No human is infallible, however, and that goes for financial advisors, too. Fortunately, there are tools out there that make the likelihood of making mistakes much less of a factor. Sticky Advisor, the brainchild of Justin Giesbrecht, is one such tool. This online assistant takes on much of the tedious form-filling that is necessary with this profession, allowing the advisor more time to focus on clients.
“We provide an online customer relationship management platform,” Giesbrecht says. “We take some of the guesswork out of who needs to be contacted next with our ‘one-click follow-up’ system. This is just one of the ways we help speed up the workflow of advisors’ daily activities.”
The firm’s managed solutions enable advisors and financial planners to focus on their own business, safe in the knowledge that their clients’ records are in good hands. Sticky Advisor provides a resource library, along with fillable PDF forms that are automatically populated with client data when opened.
“We take some of the guesswork out of who needs to be contacted next with our ‘one-click follow-up’ system. This is just one of the ways we help speed up the workflow of advisors’ daily activities” Justin Giesbrecht, Sticky Advisor
“We believe one of the biggest frustrations with advisors when coming to a new CRM is trying to figure out a new product and how it will enhance their day’s work,” Giesbrecht says. “There are so many working pieces.”
To develop a CRM system that advisors value, Giesbrecht stays on top of major developments in the industry. The emergence of fintech over the past decade is one such change, and he believes this trend will only accelerate in the years ahead.
“I believe [fintech firms] are trying to expand their product offerings to try to capture more of the market,” he says. “It might not be a direct development, but it might be a purchase of another company to help them expand their territory.”
Giesbrecht, however, believes it’s better to grow a business organically. Now celebrating its eighth anniversary, Sticky Advisor is a perfect example of this.
“It’s not essential to always provide new products, but it’s essential that each feature you provide is to the best of your ability,” he says. “We are always tweaking the platform. They might not be brand-new features, but they help speed up workflows.”