At Stephanie Dannebaum Consulting, we’ve worked with countless financial advisory firms and have seen a common pattern: even the best CRM systems, like Wealthbox CRM and Redtail CRM, often do not become fully adopted. Not because they lack features, but because teams never fully learn how to use them.
That’s why we created the 90 Day Training Programs for Wealthbox CRM and Redtail CRM—a practical, step-by-step training experience designed to help financial advisors and their teams master the tools they use every day. For just $90, firms get 1 year access to a 90 day curriculum and a comprehensive library of 46 on-demand video lessons that promote real CRM fluency.
A Streamlined Solution for Onboarding and Team Training
Whether you’re onboarding a new advisor, hiring a support professional, or trying to standardize your CRM usage across a growing firm, training can often feel like a time-consuming and frustrating task.
The 90 Day CRM Training Program is built specifically to solve that problem.
Instead of spending hours training new hires or risking inconsistent CRM adoption, the program offers a structured path that new team members can follow independently or alongside internal onboarding, helping new users ramp up quickly and with confidence.
This means:
- Less one-on-one coaching time required from senior staff
- Faster integration of new hires into your existing processes
- More consistent usage of workflows, task management, and reporting tools
- Accurate contact creation and updates
- Fewer costly errors or missed steps due to unfamiliarity with the CRM
What’s Included in the Training?
The training is organized into a three-month roadmap with clearly defined milestones. Firms can follow the full 90-day path or let users work through modules at their own pace.
Month 1: Foundations & Familiarization
- Getting started with Wealthbox or Redtail
- Contact management: adding clients, households, and roles
- Understanding how to interact with contact records and activity views
- Basic navigation and communications tools
- A quiz at the end of the month to reinforce knowledge
Month 2: Task Management & Workflow Execution
- Creating, editing, and managing tasks and task templates
- Building and launching workflows from templates or scratch
- Calendar integration and best practices for staying organized
- A deeper dive into team-based task filtering and prioritization
- A second quiz to assess growing proficiency
Month 3: Application & Confidence Building
- Creating customized reports for tasks, notes, and user activity
- Managing user permissions and roles
- Onboarding and offboarding users efficiently
- Customizing fields, contact types, and templates to match firm needs
- A final quiz to confirm CRM readiness and independent use
Built for the Real World of Financial Services
The program is uniquely tailored for the financial services industry. It focuses on the specific challenges advisors, client service associates, and operations staff face when using a CRM. Instead of abstract or overly technical training, this program delivers actionable, repeatable processes that lead to real efficiency and higher team confidence.
Key outcomes include:
- Improved workflow adoption
- Better task and calendar management
- Reduced reliance on spreadsheets and manual tracking
- Consistent data entry and record keeping
- More effective segmentation and client reporting
Bonus Access to Exclusive Webinars and Resources
In addition to the core lessons, participants gain access to a growing library of strategy webinars and video resources where I have been a guest speaker. This includes webinars with GReminders, PreciseFP, Redtail, and Wealthbox.
These additional resources provide deeper insights into integrating your CRM into broader client experience strategies.
Who Should Use This Program?
- Advisors looking to confidently leverage CRM features without guesswork
- Support staff who need a reliable, structured onboarding experience
- Operations leaders aiming to reduce training time and standardize CRM use
- Firms growing their teams and needing scalable training that sticks
Start Today for just $90
For a quarter a day, you can empower your entire team with on-demand access to a proven, role-specific CRM learning system. Whether you’re just getting started or fine-tuning your firm’s technology, this program offers long-term value with immediate impact.
Ready to turn your CRM into a powerful productivity tool?
Click here to enroll in the 90 Day CRM Training Program for Wealthbox CRM.
Click here to enroll in the 90 Day CRM Training Program for Redtail CRM.
