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As a financial advisor, you know that your team is made up of various roles,

As a financial advisor, client meetings are a crucial part of your job. These meetings

As your business grows, you may find that your current CRM system no longer meets

Customer Relationship Management (CRM) software is a powerful tool that can revolutionize the way businesses

Looking to transition out of the business? I’ve worked with an office that was able

I have an amazing opportunity to conduct a Practice Management Takeover with Redtail Technology today! 

Without CRM optimization, your CRM software is a glorified digital rolodex. The power behind CRM

Your processes are in the most dangerous place they can be – your head.  Although

Be sure to also view our webinar: CRM Best Practices and Compliance Procedures – Part