Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client exper...
Your client base has grown to the point where it’s impossible to maintain a cohesive and holistic view of each client using your current methods. In turn, this poses challenges...
CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.