Elevate Your CRM System

Customer Relationship Management (CRM) Consulting for Financial Advisory Firms

Client Reviews​

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Why Hire a CRM Consultant?

Unlock your firm's potential

generate business insights by creating reports on important metrics

Increase efficiency & productivity by automating routine processes

Improve client servicing by centralizing data to the contact record

A CRM Consultant brings expertise to streamline your processes, customize your system to fit your unique needs, and maximize efficiency. With professional guidance, you can unlock your firm's full potential, improve client service, and ensure your CRM works seamlessly to support your goals.

Meet

Stephanie Dannebaum, ChFC®, MBA / MPP​

10+ Years in Financial Services

Extensive Experience in Investment Management, Financial Planning, and Operations

AdvisorTech Subject Matter Expert​

Passionate About Technology with Expertise in Integrating Financial Advisor Software​

CRM Strategic Partner

Official Redtail CRM Strategic Partner & Qualified Wealthbox CRM Subject Matter Expert​

Advanced Degrees and Certifications​

Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)​

AIM Method

Every advisor deserves a CRM that drives efficiency, fosters growth, and evolves with their business through strategic implementation and proactive monitoring.

Analyze

Review your CRM to identify strengths, gaps, and improvements

Implement

Implement custom recommendations collaboratively or independently

Monitor

Evaluating your CRM to ensure alignment, effectiveness, and smooth operation

Testimonials

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These reviews are based on verified experiences from individuals and firms. The ratings and comments reflect each customer's own views and opinions and they were not compensated for their responses.
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