Training Vault & Community
The Stephanie Dannebaum Consulting CRM Training Vault & Community is your go-to resource for
mastering Redtail or Wealthbox CRM.
The Training Vault offers regularly updated on-demand video training, role-based guidance, monthly challenges, step-by-step guides, and best practices tailored for financial advisory firms to help you streamline your processes and maximize efficiency. Whether you’re onboarding a new team member or refining your current setup, the vault helps you get the most out of your CRM.
The Community is where you’ll have access to monthly masterminds (live and recorded) for high-level strategy discussions with peers, as well as, ongoing access to the Stephanie Dannebaum Consulting Team for answers to all your Redtail & Wealthbox CRM questions.
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Practical, on-demand video training
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Advisor & Support Specific Training
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Interactive quizzes to boost retention
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Step-by-step guides & best practices
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90‑Day CRM Training Course
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Access to Private LinkedIn Community
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Live Monthly Call with Members
Need to Train New Employees?
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.
90 Day Accelerator for Redtail CRM
Course | 46 Lessons
Your go-to resource for mastering Redtail CRM with role-based guidance, step-by-step tutorials, and best practices tailored for financial advisory firms. Whether you’re onboarding a new team member or refining your current setup, the hub helps you streamline your workflows and get the most out of Redtail CRM.
90 Day Accelerator for Wealthbox CRM
Course | 46 Lessons
The 90 Day Training Program for Wealthbox CRM helps financial advisory teams master key features through role-based lessons, video tutorials, and interactive handouts. Teams gain confidence using workflows, tasks, pipelines, and reports—ensuring lasting adoption and CRM success.
