CRM Training & Resources
Guidance and Resources for Every Step of Your CRM Journey
Whether you’re just getting started or looking to take your CRM usage to the next level, we’ve got the training and tools to support your team.
Masterminds for Current CRM Users
Designed for seasoned users ready to go deeper. Includes monthly strategy calls, access to our Resources Vault, and a private LinkedIn community to help you streamline processes and maximize your CRM investment.
Training for New CRM Users
Jumpstart adoption with a structured onboarding path that covers the CRM essentials, key workflows, and firm-specific best practices. Perfect for getting new team members or transitioning firms up to speed — fast.
CRM Mastermind Membership
Monthly Mastermind Support & Resources for Financial Advisory Firms
Welcome to the CRM Mastermind — your ongoing space for strategy, support, and systems refinement.
Each month, join fellow advisors and Stephanie Dannebaum for a live mastermind call designed to keep your CRM aligned and your firm on track. As a member, you’ll also get access to our exclusive Resources Vault packed with guides, templates, and training videos, plus a private LinkedIn community where you can ask questions and share ideas anytime.
Redtail CRM Mastermind
Membership
- Monthly Mastermind Calls
- Mastermind Call Recordings
- On-Demand Resources Vault
- Private LinkedIn Community
$250/month
Wealthbox Mastermind
Membership
- Monthly Mastermind Calls
- Mastermind Call Recordings
- On-Demand Resources Vault
- Private LinkedIn Community
$250/month
CRM Accelerator Training
90-Day Accelerator Program for New CRM Users
Explore our 90-Day Accelerator programs to help new users get fully up and running in Redtail or Wealthbox CRM — confidently and efficiently in just 90 days.
Redtail CRM 90 Day Accelerator Training
- 3 Month Curriculum
- On-Demand Training Videos
- Quizzes & Assignments
$90/month
*Access for 90 Days
Wealthbox CRM 90 Day Accelerator Training
- 3 Month Curriculum
- On-Demand Training Videos
- Quizzes & Assignments