In August of 2022, our Building Your Tech Stack webinar series will focus on partners in the Marketing and Financial Planning categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.
Marketing software is available to assist you with getting your marketing messaging out, regardless of the channel you are hoping to share your message in. There are website-building platforms, email marketing solutions, digital marketing platforms, social media monitoring, scheduling, and engagement software, lead capture software, tools for producing podcasts, and the list could go on and on and on. The bottom line is you have a message to share, and there are solutions available to assist you with sharing it in the right time at the right place.
Integrating each of your marketing tools with Redtail CRM means you will likely be able to streamline many of the steps commonly associated with getting your marketing message out to your clients and prospects.
In an August 23rd Building Your Tech Stack webinar with Catchlight, we’ll be considering the below:
Growing your practice organically with Catchlight & Redtail
Would you like your prospecting time to be more efficient? Does working smarter to win more of your best-fit clients sound appealing? Come learn how Catchlight is helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models. We will share best practices for using Catchlight as well as how to send your contacts from Redtail CRM into Catchlight.
The process of financial planning is intricate; tools you can use to help you dive deeper into the process in order to make the complex projections and calculations you’ll need to perform to recommend a course of action for each of your clients are invaluable.
Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. Your financial planning software is going to be integral throughout the seven steps of the financial planning process as defined by the CFP Board. The level of integration available between different financial planning software and your CRM varies, but you are likely to find contact sync and easy access to planning documents with many of these integrations, helping to streamline one of the most time-consuming aspects of your operations.
In an August 30 Building Your Tech Stack webinar with fpPathfinder, our topic is:
Navigating Complex Financial Planning Questions with fpPathfinder
Come learn how fpPathfinder is helping advisors be more diligent in their planning processes by using custom white labeled flowcharts, checklists, and summary guides. We will share best practices for using fpPathfinder and its integration with Redtail CRM.