It’s Time to Jumpstart Your Advisory Firm’s CRM Adoption
Jun 19, 2025
Why Most Firms Only Scratch the Surface of Their CRM Implementing a CRM like Redtail CRM or Wealthbox CRM is one of the most strategic
Currently Available for Redtail CRM and Wealthbox CRM
Implementation designed for current Redtail CRM and Wealthbox CRM users who want to streamline their systems, standardize workflows, and operate more efficiently.
For experienced users ready for Strategy insights. Includes mastermind calls, Resource Vault access, and a private LinkedIn community to help you streamline and maximize your CRM.
Currently Available for Redtail CRM and Wealthbox CRM
Designed for firms who are new to Redtail CRM or Wealthbox CRM or in the process of migrating, this track provides step-by-step guidance to confidently set up and build out your CRM.
Jumpstart adoption with a structured training that covers CRM essentials. Perfect for getting new team members or migrating firms up to speed — fast.
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.
Meet Stephanie
Extensive Experience in Investment Management, Financial Planning, and Operations
Passionate About Technology with Expertise in Integrating Financial Advisor Software
Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)
Resource Partners with Redtail CRM, Wealthbox CRM, GReminders, PreciseFP, Track that Advisor and more.
Why Most Firms Only Scratch the Surface of Their CRM Implementing a CRM like Redtail CRM or Wealthbox CRM is one of the most strategic
At Stephanie Dannebaum Consulting, we’ve worked with countless financial advisory firms and have seen a common pattern: even the best CRM systems, like Wealthbox CRM
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
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