ABOUT this webinar
Topic: How to Leverage Redtail’s Standard Reports as a Tool to Continuously “Wow” Your Clients
Description: We all aspire to deliver services that fulfill our clients’ needs and wants. However, exceptional advisors provide services that go above and beyond that. This webinar will focus on providing you with ideas for utilizing Redtail’s “Standard Reports” feature to increase your clients’ level of satisfaction with your service deliverables. Standard Reports is an under-utilized feature in Redtail. Join us to learn how to use Standard Reports to add more personalized components to your service so you can convert more clients into become your raving fans.
Presenter: Deborah Fox, Financial Advisor & Founder of AdvisorTouch