Case Study: Barber Financial Group improves client experience with Cirrus Insight

Better Client Data, Helps Barber Financial Provide A Better Client Experience

Barber Financial Group focuses on delivering the best client experience, but its client operations depended on accurate meeting data, scheduling, and reporting. Without an efficient way to manage and track client meetings, the firm’s operational model and advisor productivity could suffer. Barber Financial Group turned to Cirrus Insight to help centralize client meeting data and support its service model.

With Cirrus Insight, Barber Financial Group improved meeting scheduling from an average of 5 touches to just 1–2, while managing about 2,400 client meetings per year. Cirrus Insight also made meeting data easier to capture and report, helping advisors prepare for client reviews and spend more time with clients, networking, and prospecting with less administrative overhead.

Barber Financial Group

Courtney Roberts

Chief Operations Officer