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SDB Sports
Management
"My clients – primarily professional athletes –
demand
personalized service. With SmartOffice, I can
deliver top
quality service and manage the diversity of
products
required to meet my clients’ constantly changing
needs."
Scott
D. Bye | Owner & Financial Consultant
SDB Sports Management
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Challenges
- Manage a
large number of products to serve a
small, highly affluent client base
- Deliver
personalized, high-touch service to
clients who change employment
contracts and relocate frequently
- Support
clients with unusually high rates of
life changes requiring frequent and
significant planning adjustments
- Access
client data and associated documents
from anywhere
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Collaborate effectively with an
assistant when
on the road
Solutions
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SmartInvestments
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SmartPolicies
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SmartLink for Laser App
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SmartPDA for data access from a
Blackberry
- Ebix CRM online training library and FastClasses
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Results
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Easily provide a snapshot view of
each client’s financial picture,
regardless of the complexity of
their portfolio
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Offer a unique level of personalized
service using timely outreach
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Integration with Laser App ensures
ability to manage frequent
application submissions using the
most current forms
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Greater efficiency while on the road
with the ability to access all
documents and client data
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Using a web-based solution makes it
possible to work remotely 99% of the
time and service clients well
regardless of their physical locale
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Scott D. Bye, is an independent advisor
based in Fargo, ND. His firm, SDB Sports Management, has
served a client base comprised primarily of professional
hockey players for the past 24 years. He offers a full
range of advisory services, including both investment
and life products. Scott converted to SmartOffice from
E-Z Data’s Windows-based Client Data System in 2006. |
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