CRM Integration Survey Spotlight – Mobile Assistant
The CRM Integration Survey we create as part of our CRM Implementation Solution provides RIA firms with a “survey” of the various integrations Wealthbox CRM and Redtail CRM has to offer. Every week for the month of August, I presented on LinkedIn the advantages of various integrations available to Redtail Technology CRM and Wealthbox CRM. […]
6 Questions to Answer When Whiteboarding Workflows
Before your team builds workflows in your CRM, it is important to brainstorm or “whiteboard” your steps, tasks, and outcomes. Order some burgers, sit down with your team on a Friday afternoon, and hash out your workflow process. Not only is it more efficient to build your workflow offline first, but it fosters the most […]
Redtail CRM: Activity Templates vs. Workflow Templates
Templates in Redtail CRM or Wealthbox CRM can save you time, add efficiency, consistency, and save you clicks! Among the most frequently used templates are activity/task templates and workflow templates. While both types of templates are essential, they serve different purposes. It is important to spend some time upfront building out templates so that you […]
Update a Single Occurrence of a Repeating Task in Wealthbox CRM
Did you know Wealthbox CRM recently introduced the ability to update a single occurrence of a repeating task? When things don’t go according to the original schedule, it’s helpful to be able to make updates to accommodate the new schedule. Wealthbox now offers two new actions for repeating tasks that make this even easier — […]
5 Tips for Successful Planning with Your Clients’ Estate Tax Lifetime Exemption
The Full Exemption Can Be Used Before It Drops – There will be no claw-back of the excess gift into the estate when the exemption amount is reduced by 50% on January 1, 2026. Spouses Have Two Exemptions – A married couple can transfer up to $24,000,000 of their combined net worth without gift or […]
6 Ways to Leverage Redtail CRM to Engage New Opportunities
As your firm grows, it is important to continue to engage with leads in a meaningful way. By utilizing the tools within Redtail CRM, you can make this process more efficient and enhance the prospect’s experience with your firm. 1. Define your Sales Process Redtail CRM Tip: use “Statuses” and “Categories” to define where a […]
Wealthbox CRM Workflow Milestones
Did you see the latest new enhancements for Wealthbox? Financial Advisors can now populate Workflow Milestones using upcoming dates for contacts and projects. This new enhancement also allows users to start workflows using dates attached to opportunities. Wealthbox recently created these “milestones” to add flexible due date logic. One example is to set workflow steps […]
RIA Tech Highlight – Envestnet Tamarac
Envestnet, Inc is one of the most comprehensive technology providers for RIA firms. Envestnet | Tamarac offers many solutions including a client portal, CRM and a platform for reporting, billing, and trading. Envestnet | MoneyGuide is now under the Envestnet umbrella. Quick Facts of Envestnet Tamarac: • +1,000 independent RIA firms use Tamarac • Collectively […]
Automating Processes Case Study
We recommend using Zapier as a premier automation tool to connect all of your software.
Estate & Gift Tax Exemptions – Will the Barn Door Close?
Tom Virkler, JD – Director, CPS Advanced Markets About the Author Tom Virkler is our estate planning attorney at CPS Insurance. He works with PJ Johnson and I to align life and long term care insurance with estate and business planning goals. He focuses on issues of income and transfer taxation that attend the sale, […]