AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations.
ABOUT this webinar
Topic: How to supercharge your marketing with AdvisorStream & Redtail
Description: Join Redtail & Kevin Mulhern, CEO & Co-founder of AdvisorStream, for an interactive webinar exploring how firms can use digital content marketing to foster advisor growth and client loyalty.
In this webinar, you will learn how to:
- Stay compliant with your marketing without sacrificing on engagement
- Find new clients & increase your AUM with content that sparks action
- Eliminate risks across all marketing efforts
- Easily measure ROI across all your advisor marketing efforts
WHAT ARE THE INTEGRATION POINTS BETWEEN ADVISORSTREAM AND REDTAIL CRM? This integration allows you to sync your Redtail contacts into the AdvisorStream platform, based either upon the Tag Groups or Statuses that you choose to sync. Once synced, you can begin the process of marketing to those contacts using the tools available in the AdvisorStream platform.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.