Master CRM Adoption and Training with the CRM Training Vault
Apr 18, 2025
Whether you’ve used a CRM for years or are just beginning to roll it out, you may be wondering: is it actually working the way
Meet
Extensive Experience in Investment Management, Financial Planning, and Operations
Passionate About Technology with Expertise in Integrating Financial Advisor Software
Resource Partners with Redtail CRM, Wealthbox CRM, GReminders, PreciseFP, Track that Advisor and more.
Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)
Currently Available for Redtail CRM and Wealthbox CRM
Our CRM Optimization service helps financial advisory firms unlock deeper business insights, automate routine processes, and centralize all client interactions in one place to boost efficiency and decision-making. By tailoring and streamlining your CRM setup—including custom reports, workflows, and integrations — we ensure your system becomes the go‑to hub for driving productivity and enhancing client service.
Our CRM Training Vault & Community empowers financial advisory firms to master Redtail or Wealthbox CRM through on‑demand, role‑based video lessons, step‑by‑step guides, monthly challenges, and best practices to streamline workflows and boost efficiency. Plus, you gain access to live and recorded monthly mastermind sessions and direct support from the Stephanie Dannebaum Consulting team for ongoing strategy discussions and answers to all your CRM questions.
Our CRM Migration Service helps financial advisory firms transition seamlessly to Redtail CRM or Wealthbox CRM. We translate your existing processes, reports, and templates into your new system using best practices and built-in features—ensuring a smooth setup from day one. With expert guidance and hands-on support, we help your team hit the ground running and maximize the value of your new CRM. Contact us to discuss your goals and get a tailored proposal.
Whether you need advanced workflows, dashboard builds, report customization, or full CRM cleanup—we offer custom CRM projects built around your firm’s needs. Priced per feature, each project is designed to enhance how your team uses Redtail or Wealthbox. Contact us to discuss your goals and get a tailored proposal.
Our GReminders Integration & Optimization service enhances your Redtail or Wealthbox CRM by automating appointment scheduling, reminders, and follow-ups—eliminating manual tasks and improving client communication. We tailor the setup to align with your workflows, using tags, calendar syncing, and CRM field mapping to create a seamless, professional experience for both your team and your clients. Contact us to discuss your goals and get a tailored proposal.
Leverage the power of PreciseFP’s robust form‑and‑PDF platform to streamline client data‑gathering and automate document generation within your Redtail or Wealthbox CRM. We’ll design and customize your form templates—using PreciseFP’s library of 20+ element types and PDF Mapper to auto‑fill any document—then map fields bi‑directionally into your CRM for seamless workflows. With hands‑on coaching throughout the setup, your team will learn best practices for template customization, web‑publishing for lead capture, and secure client engagements so you can deploy, adopt, and scale without missing a beat. Contact us to discuss your goals and get a tailored proposal.
Whether you’ve used a CRM for years or are just beginning to roll it out, you may be wondering: is it actually working the way
Customer Relationship Management (CRM) systems are critical tools for financial advisors looking to streamline operations, enhance client relationships, and drive business growth. However, without the
In the fast-paced world of financial advisory, efficiency and organization are key. A well-adopted Customer Relationship Management (CRM) system can streamline workflows, improve client interactions,
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