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Redtail Technology > News > Best Practices > Practice Management Takeover with Adam Cmejla on Sept 28

Practice Management Takeover with Adam Cmejla on Sept 28

Category: Best Practices
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Practice Management Takeover webinar with Adam Cmejla

ABOUT this webinar
Topic: Utilizing Workflows to Drive a Repeatable & Consistent Prospecting Process
Description: Most advisors are good at the first and second follow up with a prospect, but do you have a scalable, repeatable, and sustainable process for the entire prospect journey? Join Redtail and Adam Cmejla, CFP®, founder of Integrated Consulting & Advisory Solutions to learn how you can use workflows to scale a specialized prospecting process (and how this philosophy can be adopted in multiple other aspects of your practice). In this webinar, you’ll learn how to:

  • Use workflows to ensure that prospects stay top-of-mind for you & your firm
  • Get out of “maybe-land” and use language in your follow ups that compels a “yes” or “no.”
  • Learn how workflows can help your team engage in the prospect process and free up your time
  • “Scale special” even further with the use of Redtail broadcast emails and Text Expander for personalized follow-ups with your prospects.

Register now for this webinar on September 28 at 10 am Pacific.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.