It’s Time to Jumpstart Your Advisory Firm’s CRM Adoption
Jun 19, 2025
Why Most Firms Only Scratch the Surface of Their CRM Implementing a CRM like Redtail CRM or Wealthbox CRM is one of the most strategic
Currently Available for Redtail CRM and Wealthbox CRM
Designed for current Redtail CRM and Wealthbox CRM users who want to streamline their systems, standardize workflows, and operate more efficiently.
Designed for firms who are new to Redtail CRM or Wealthbox CRM or in the process of migrating, this track provides step-by-step guidance to confidently set up and build out your CRM.
Our CRM Training Vault & Community empowers financial advisory firms to master Redtail or Wealthbox CRM through on‑demand, role‑based video lessons, step‑by‑step guides, monthly challenges, and best practices to streamline workflows and boost efficiency. Plus, you gain access to live and recorded monthly mastermind sessions and direct support from the Stephanie Dannebaum Consulting team for ongoing strategy discussions and answers to all your CRM questions.
Whether you need advanced workflows, dashboard builds, report customization, or full CRM cleanup—we offer custom CRM projects built around your firm’s needs. Priced per feature, each project is designed to enhance how your team uses Redtail or Wealthbox. Contact us to discuss your goals and get a tailored proposal.
Our GReminders Integration & Optimization service enhances your Redtail or Wealthbox CRM by automating appointment scheduling, reminders, and follow-ups—eliminating manual tasks and improving client communication. We tailor the setup to align with your workflows, using tags, calendar syncing, and CRM field mapping to create a seamless, professional experience for both your team and your clients. Contact us to discuss your goals and get a tailored proposal.
Leverage the power of PreciseFP’s robust form‑and‑PDF platform to streamline client data‑gathering and automate document generation within your Redtail or Wealthbox CRM. We’ll design and customize your form templates—using PreciseFP’s library of 20+ element types and PDF Mapper to auto‑fill any document—then map fields bi‑directionally into your CRM for seamless workflows. With hands‑on coaching throughout the setup, your team will learn best practices for template customization, web‑publishing for lead capture, and secure client engagements so you can deploy, adopt, and scale without missing a beat. Contact us to discuss your goals and get a tailored proposal.
Meet
Extensive Experience in Investment Management, Financial Planning, and Operations
Passionate About Technology with Expertise in Integrating Financial Advisor Software
Resource Partners with Redtail CRM, Wealthbox CRM, GReminders, PreciseFP, Track that Advisor and more.
![GReminders Certified [STAMP]](https://stephaniedannebaum.com/wp-content/uploads/elementor/thumbs/GReminders-Certified-STAMP-r66x8kt2lq93c24nfqo6uql7zekcuz3uuot667fhew.png "GReminders Certified [STAMP]")
Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)
Why Most Firms Only Scratch the Surface of Their CRM Implementing a CRM like Redtail CRM or Wealthbox CRM is one of the most strategic
At Stephanie Dannebaum Consulting, we’ve worked with countless financial advisory firms and have seen a common pattern: even the best CRM systems, like Wealthbox CRM
Whether you’ve used a CRM for years or are just beginning to roll it out, you may be wondering: is it actually working the way
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