Uncategorized
Stephanie Dannebaum Jul 15, 2026
Every Client Deserves an Exceptional Experience.
We translate your advisory firm’s client journey into Wealthbox or Redtail CRM, so your team operates with clarity and every client enjoys an exceptional experience.
Every client relationship is an investment worth protecting. Calculate its annual value and discover which stage of your client journey has the greatest opportunity for improvement.
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RIA & Wealth Management Experience
0 + Years
Advisory Firms Served
0 + Financial
& Redtail CRM Build Sessions
0 + Wealthbox
Discover What’s at Stake
See what one client is worth to your firm and what’s at stake when the client experience falls short.
Protect the Value of Every Client Relationship
Find your client experience focus.
3 Minutes
Quick and easy to complete
9 Questions
Assess your client experience
Personalized Results
See where to start first
Where Should You Focus First?
Get your personalized results, then schedule a complimentary call to discuss your next steps.
STEP 1: CHECKUP + RESULTS
CLIENT EXPERIENCE CHECKUP
3 minutes • 9 questions
STEP 2: INTRODUCTORY CALL
COMPLIMENTARY INTRODUCTORY CALL
30 minutes
Discuss your results, ask questions, and explore how I can help your firm.
Start Your Checkup + Book Your Call
BOOK YOUR INTRODUCTORY CALL
Optimize the Stage That Matters Most
Focus on one stage of your client journey at a time.
PROSPECTING
We help you attract, engage, and convert the right prospects consistently.
We help you attract, engage, and convert the right prospects consistently.
ONBOARDING
We deliver a smooth, organized experience that sets the foundation for long-term trust.
We deliver a smooth, organized experience that sets the foundation for long-term trust.
CLIENT REVIEWS
We strengthen relationships and create ongoing value through proactive, consistent service.
We strengthen relationships and create ongoing value through proactive, consistent service.
OUR FOUR-WEEK PROCESS
WEEK 1
Strategy & Blueprint
We analyze your current process and design your customized Client Journey Blueprint.
WEEK 2
Collaborative Build
Together, we configure and optimize your CRM based on your approved blueprint.
WEEK 3
Team Adoption
Your team tests the process in real time as we refine, train, and ensure adoption.
WEEK 4
Final Optimization
We review, finalize, and ensure every detail is optimized for long-term success.
WHAT YOU'LL RECEIVE
Client Journey Blueprint
A clear, customized plan for the stage we’ll optimize together.
CRM Configuration & Optimization
Built and refined to support your process, not the other way around.
Team Training & Adoption
Hands-on training and guidance to build confidence and adoption.
Resource Library & Best Practices
Proven resources and best practices you can use now and in the future.
INVESTMENT
Starting at $5,000
One Stage at a Time
TIMELINE
Approximately 4 Weeks
Focused and Collaborative
CRM
Wealthbox & Redtail
Built Directly into your CRM
ONGOING SUPPORT
Build on Your Progress
Optimize Additional Stages
Ready to Learn More About the Program?
Identify where your firm should focus first, then schedule a complimentary introductory call to discuss your results and next steps.
Client Success Stories
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Hi, I’m Stephanie
For more than a decade, I’ve helped financial advisory firms create exceptional client experiences. Before becoming a CRM consultant, I worked inside advisory firms across operations, client service, financial planning, investments, and advisory services, giving me a firsthand understanding of how every stage of the client journey connects.
As a Chartered Financial Consultant (ChFC®) with an MBA, I combine real-world advisory experience with practical expertise. I believe exceptional client experiences don’t happen by chance. They’re created when people, processes, and technology work together.
Today, I specialize exclusively in Wealthbox and Redtail CRM, helping financial advisory firms build client journeys their teams understand, adopt, and confidently deliver every day. My collaborative approach ensures your CRM becomes a system your team actually uses and is not just another piece of software.
Outside of work, I enjoy spending time with my husband, our two daughters, and our black lab, Sterling. As a family, we love exploring new places, hiking in the summer, and skiing in the winter. I’m also a big coffee lover, so you’ll rarely find me without a good cold brew in hand.
Stephanie Dannebaum
ChFC®, MBA/MPP
Strategic Partnerships
Building connections and collaborations across the financial advisory industry.
Media
Sharing insights, ideas, and expertise with the advisor community.
Are We a Good Fit?
We're a Fit If...
You want every client to receive the same consistent, high-quality experience.
You believe your CRM should support your firm’s processes, not dictate them.
You’re ready to optimize one stage of your client journey through a collaborative, hands-on approach.
You want a team that confidently follows the same process and actually uses your CRM.
We May Not Be the Right Fit If...
You’re looking for a completely done-for-you CRM implementation with little involvement from your team.
You aren’t interested in documenting or improving your firm’s processes.
You need enterprise consulting, organizational restructuring, or broader business management services beyond client journey and CRM optimization.
You prefer every advisor or team member to manage clients differently rather than following a consistent process.
Not sure? Take the 3-minute Client Experience Checkup, then schedule a free 30-minute call to see if we’re the right fit.
Frequently Asked Questions
What CRMs do you support?
I specialize exclusively in Wealthbox CRM and Redtail CRM.
We aren't using Wealthbox or Redtail yet. Can you still help?
Absolutely. Whether you’re migrating or already using one of these CRMs, we first design your client journey and then configure the CRM to support it. Your CRM provider handles the data migration while we focus on your processes and team adoption.
What if our processes aren't documented yet?
That’s completely normal. Most firms I work with don’t have formal documentation. Together, we’ll define, improve, and document your client journey throughout the program.
Can we optimize more than one stage of our client journey?
Yes. The program is intentionally designed to optimize one stage at a time. Many firms continue with additional stages after completing their first engagement.
How involved does my team need to be?
The program is collaborative and includes one 30-minute review call and three 60-minute working sessions, ensuring your team understands and confidently adopts the new process.
How much does each Optimization Program cost?
Programs start at $5,000 for a focused four-week engagement that optimizes one stage of your client journey.
What happens after the four-week program?
Many firms continue with CRM Success Sessions for ongoing coaching, optimization, and support as their firm grows.
What does success look like after the Optimization Program?
One stage of your client journey is fully documented, optimized, and implemented.
Your CRM reflects how your firm actually works.
Your team follows a consistent, repeatable process with confidence.
Clients receive a more consistent, professional experience.
You’ll have a proven foundation to optimize the next stage when you’re ready.
Do you work virtually?
Yes. I work virtually with financial advisory firms throughout the United States and internationally.
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