Meet Stephanie
Stephanie Dannebaum,
ChFC®, MBA/MPP
With more than a decade of experience in operations, investment management, and financial planning, I have a strong background in industry-specific software, particularly CRMs such as Redtail (now part of Orion) and Wealthbox. My goal is to design CRM systems that align with the unique roles and objectives of each business, ensuring high adoption rates and long-term success.
Education has always been important to me. I hold a Bachelor of Science from California Polytechnic State University, San Luis Obispo, as well as an MBA and a Master of Public Policy from Mills College. I also hold the Chartered Financial Consultant (ChFC) designation from The American College.
Outside of work, I enjoy traveling, skiing, and spending time outdoors with my husband Richard, our daughters Olivia and Paige, and our Black Lab mix, Sterling.
Why Hire a CRM Consultant?
Implementing a CRM system can significantly impact the success of financial advisors, but it’s essential to establish the right expectations. Our expertise will guide you through the complexities of CRM implementation, empowering you to deliver top-tier service to your clients. With the support of a CRM Implementation Consultant, you can simplify the process, quickly adapt to the new system, and position your business for long-term growth and success.