Life Stage Insights: the turnkey lead generation, relationship-building, client discovery, and wow factor solution for financial advisors.
ABOUT Life Stage Insights Life Stage Insights is a marketing technology system that enables financial advisors to automate their marketing and client engagement, accelerate prospecting and onboarding, deepen client loyalty, and increase word-of-mouth referrals. The system includes a suite of both lead generation and discovery resources, which work together to uncover each contact’s top priorities and auto-calibrate marketing campaigns to deliver the right messages to the right contacts based on life stage data.
Learn more about Life Stage Insights at https://www.lifestageinsights.com.
WHAT ARE THE INTEGRATION POINTS BETWEEN LIFE STAGE INSIGHTS AND REDTAIL CRM? Once you have activated the integration, you can import contacts from Redtail into your Life Stage Insights account and begin using their discovery tools and marketing campaigns to reach them..
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.