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 […]
3 Tips to Make the Most of Your CRM
Achieving digital transformation is critical to financial advisory organizations according to a study by MIT Sloan Management Review. However, a majority of those surveyed believe the pace of technological change in their workplaces is too slow, primarily due to a “lack of urgency” and poor communication about the strategic benefits of new tools. It is […]
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, […]
My Why Mompreneur
2020 was quite an eventful year, however it will be a year I will remember forever for more reasons than the Pandemic. It was the year I became a mother. My daughter, Olivia, has been the greatest blessing I could have ever asked for. She is funny, easy-going, loves to dance, and most of all […]