As the VP of Operations at Lake Avenue Financial, a fast-growing RIA in Pasadena, California, Rosa Chalekian is at the hub of organizing the firm’s day-to-day activity - similar to the way CRM technology is at the hub of the firm’s digital practice. Indeed, Rosa, with her business partner and husband, CEO Alex Chalekian, presides over the firm’s chosen CRM technology: Wealthbox.
“Over the years, particularly when our firm was acquiring other practices, we tried various CRM systems and weren’t happy with them,” says Rosa. But then Rosa and Alex and the growing team at Lake Avenue Financial discovered Wealthbox CRM and standardized on it.
As power users of CRM to manage their advisory practice, we asked the Lake Avenue Financial team about the reasons on why they ultimately switched to Wealthbox CRM.