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Costs of New Advisor Website, CRM and Office Moves

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This has been a good year for my Integrity Wealth Management business with plenty of transitions. In this post, I’ll update a few of these changes and talk a bit about my plans for 2011.

Changes in 2010

As mentioned previously, our current website sits on a server that will be closing soon, so it was necessary to move the site. With a website which is in its second phase, I reasoned that a third phase could bring some much needed improvements. It was with this thought in mind that prompted me to hire a local developer to create the new site. I let my fingers do the walking through the Yellow Pages and found Balantz Systems. Once Barry Lantz accomplishes all we have discussed my efficiency will greatly improve. One of the items on the drawing board is to automatically capture data from the site and integrate it into Then, with e-mail notification, I will know where to focus my marketing efforts. More on this as it unfolds.
Total cost: Around $1,200 +/-, plus $20 per month for the service fee.

ACT to Salesforce Data Migration
Moving my ‘basic’ client data from my previous CRM system, ACT, to is really not that onerous of a task. However, when you include the history and notes, why, that’s quite another story. Therefore, I have hired a company in Chicago to help with this. They will customize Salesforce as needed to accept my ACT data and move all notes and history as well.
Total cost: $600.

Office Move
Moving my office to my home is now complete. It’s nice to walk 10 feet and go to work. Another benefit is the flexibility. Anytime I desire, I can easily walk into my office and work on a project. Since my clients have indicated they are fine with this, and with the accompanying savings, I think this will work out just fine.
Total savings : Around $1,300 per month.

Planned Initiatives for 2011

I have a few things I’d like to accomplish in 2011. In no specific order, I’d like to

  • add 12-20 new clients
  • generate more leads via my website
  • learn or brush up on one financial strategy per week
  • become proficient with
  • become more proficient with GSphere (my asset allocation modeler), and
  • learn more about Constant Contact (an e-mail marketing package).


As I read various prognostications about the financial markets, I struggle to come to a conclusion as to their direction. Corporations, and individuals, now have better tax certainty with the passage last week of the tax bill. Corporations have a great deal of cash on hand to hire, expand, etc. Will they? Will unemployment begin its long awaited decline? Will government rein in its fiscal extravagances? Will the consumer become more confident and spend more? And yes, what about Europe? Will those countries’ debt crisis cause Humpty Dumpty to crash and burn?

As usual, I have more questions than answers. Alas, I suppose only time will tell. 

Thanks for reading and have a great holiday season!


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