CRM Best Practices for Compliance Procedures
One of the most well-known compliance documents for Registered Investment Advisory firms is the Form ADV Part 1 and 2. It must be amended at least once a year and/or within 30 days of a material change. Customer Relationship Management (CRM) Software is ideally situated to track and manage compliance procedures and documentation. Why You […]
Using a CRM For Wealth Management
Looking for a solution focused on tracking, managing and analyzing interactions with clients, leads, prospects and strategic partners or Centers of Influence? The best technology to use is Customer Relationship Management (CRM) software. This technology has evolved over the past few decades from being a simple marketing tool to a complete contact management and project […]
CRM Best Practices and Compliance Procedures – Part 1 (Form CRS)
CRM Best Practices and Compliance Procedures – Part 1 (Form CRS)
Women in Insurance and Financial Services Northern California Webinar
3 Ways To Breakthrough Operational Bottlenecks and Secure Your Succession Plan: A CaseStudy
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 […]