ABOUT this webinar
Topic: Growing your practice organically with Catchlight & Redtail
Description: 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.