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Customer Relationship Management (CRM) Consulting Services for Financial Advisors & Financial Planners

At Stephanie Dannebaum Consulting, we are subject matter experts of Redtail CRM and Wealthbox CRM. We provide consulting services for Financial Advisors and Financial Planners to achieve time efficiency and a seamless client experience.

As the primary technology system for a Financial Advisor or Financial Planner, a Customer Relationship Management (CRM) system is ideally situated to track, manage, and analyze interactions with clients, prospects, and strategic partners.

Does This Sound Familiar?

Over 54% of Financial Advisory firms utilize Customer Relationship Management (CRM) software, however 40% are not effectively leveraging the software in their firm.

3 Reasons to Optimize your Customer Relationship Management (CRM) software

Generate business insights by creating reports on important metrics

Increase time efficiency and productivity by automating routine processes

Improve client servicing by centralizing data to the contact record

Schedule a Complementary Discovery Call to find out how we help firms quickly implement and enhance Customer Relationship Management (CRM) features.

Unlock the Potential of Your CRM

Deliver a higher level of service, more consistently, to more clients by consolidating all of your data so it’s centralized and accessible.

Tracking and analyzing data created with your Customer Relationship Management (CRM) software can help you identify trends sooner, communicate more effectively, and target your marketing and retention efforts better.

Schedule a Complementary Discovery Call to learn how you can save 10+ hours a week with a fully optimized Customer Relationship Management (CRM).

How it Works

I’ll show you how your Customer Relationship Management (CRM) software fits into your client service processes and technology stack so you make the most of its powerful features.

Step 1

Schedule a Complementary Discovery Call

We will identify the CRM features you need to accomplish your business goals and address pain points.

Step 2

Consulting Services

After we hold our Discovery Call, we determine which services are best for your firm. Some services include, but are not limited to:

>> Inspection Report

>> Best Practices / Implementation

>> Training

Pricing is dependent on services chosen.

Associations & Organizations We Support

What our CRM Consulting clients say

Bighorn Wealth Management

“Stephanie helped us make great strides in setting up our Redtail CRM. She knows the system intimately and accomplished our ‘infrastructure’ goals. She’s a rock star!”

Hawley Advisors

“Stephanie Dannebaum has done a great job helping us get organized and make the most effective use of the various aspects of the Redtail CRM program. It’s obvious that she knows the program with great depth including how to use it most effectively. In addition, she’s a very good communicator offering clear and concise detailed operating instructions for working with the program. We highly recommend working with her.”

Trinity Wealth Partners

“We recently had the pleasure of working with Stephanie Dannebaum, and I cannot speak highly enough of her expertise and professionalism. Stephanie’s commitment to her clients is unmatched and she made every effort to ensure that our experience was positive and productive. Her knowledge of the platform is exceptional, and left no stone unturned. I feel very confident that we have the CRM optimized to the fullest extent possible. I highly recommend Stephanie to anyone looking to take their Wealthbox experience to the next level.”