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.
Schedule a Complementary Discovery Call to find out how we help firms quickly implement and enhance Customer Relationship Management (CRM) features.
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.
We will identify the CRM features you need to accomplish your business goals and address pain points.
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.
We will proceed with implementation on a monthly or project arrangement.
“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!”
“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.”
As your business grows, you may find that your current CRM system no longer meets your needs. Whether it’s limited functionality, difficulty in managing data,
Customer Relationship Management (CRM) software is a powerful tool that can revolutionize the way businesses operate. However, there are many misconceptions about the features and
Looking to transition out of the business? I’ve worked with an office that was able to get 4x the valuation because of an optimized CRM.
