Your CRM System

Customer Relationship Management (CRM) Implementation Consultants for Financial Advisors & Financial Planners

Customized CRM Implementation Consulting

Stephanie Dannebaum Consulting is a full-service consulting firm with the resources and experience of Redtail CRM and Wealthbox CRM. We implement best practices, customized processes, and enhanced data 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

Inspection Report & Review Meeting

Inspection Report

If you wish to proceed, we will identify the features of the CRM you are looking to implement and or enhance. Stephanie Dannebaum Consulting will develop a customized inspection report. This report will include implementation recommendations, cost, and timeline.

Inspection Report Review Meeting

Once the report is completed, we will meet for 1 hour to review and determine next steps.

Pricing is dependent on features chosen and complexity of implementation. 

Step 3


We will proceed with implementation on a monthly or project arrangement.

people in office meeting with crm consultant

Associations & Organizations We Support

females and finance logo
save mount diablo logo
financial women of san francisco logo
fpa of the east bay logo

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.


“It took hours to prepare for our weekly staff meeting. Stephanie built custom reports in Wealthbox CRM so we can run these reports in minutes instead of hours.”

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Have a question?

Get in touch with Stephanie