CRM Consultants for Financial Planners & Financial Advisors

Why Hire a CRM Consultant?

Implementing a CRM system can be a game-changer for financial advisors, but it’s crucial to set the correct expectations for a successful launch. Our guidance can help you navigate the complexities of CRM implementation, enabling you to provide your clients with the exceptional service they deserve. By investing in a CRM Implementation Consultant, you can streamline the process, stay ahead of the learning curve, and set your business up for long-term success.

Your CRM Strategic Partner

stephanie dannebaum crm implementation consultant

Stephanie Dannebaum,


Hello! I am the Founder and CRM Consultant at Stephanie Dannebaum Consulting, a CRM consulting firm for financial advisors and financial planners. As a strategic partner, my goal is to be a facilitator to guide financial advisors and planners to elevate their CRM Systems with proven solutions for client success and sustainable business growth. 

Before pivoting to a consulting role, I spent the last decade gaining experience in operations, investment management, and financial planning. I have first-hand experience with various software systems, predominantly CRM systems such as Redtail CRM (now owned by Orion) and Wealthbox CRM. My mission is to develop CRM systems based on roles and business goals to ensure the highest level of adoption and success.

Education has always been critical to me. I earned my Bachelor of Science from California Polytechnic State University, San Luis Obispo, and my Master of Business Administration and Master of Public Policy at Mills College. I also hold the Chartered Financial Consultant designation from the American College. 

On a more personal note, I enjoy traveling, skiing, or being outdoors with my husband Richard, daughters Olivia and Paige, and two dogs Sterling (Black Lab mix) and Webster (Boxer mix).