CRM Consultants for Financial Planners & Financial Advisors

stephanie dannebaum crm implementation consultant

Stephanie Dannebaum, ChFC®, MBA/MPP

Founder & Principal CRM Consultant

In 2012, I began my career as a business consultant for a Real Estate Brokerage firm after completing my Bachelor of Science degree from California Polytechnic State University, San Luis Obispo in California. A few years later I decided to go back to school and earn my Master of Business Administration and Master of Public Policy from Mills College in Oakland, California.

During my joint-master program, I was introduced to the field of financial planning. It was a perfect blend of my passion of working with others and helping them achieve their goals. After internships with a large ESG mutual fund company and a Fee-Only RIA, I started as an Operations Associate for one of the largest independent Registered Investment Advisory (RIA) firms in the country.

For the next 7 years I advanced my career by holding various positions including Client Service Manager, Portfolio Administrator, and Junior Financial Advisor and obtained my Chartered Financial Consultant (ChFC ®) designation.

During my career, I found financial advisor technology as a major barrier to growth for most Registered Investment Advisory (RIA) firms. I created Stephanie Dannebaum Consulting to help Registered Investment Advisory (RIA) firms successfully implement their customized client services processes with the robust features Redtail CRM and Wealthbox CRM has to offer. I love to construct tangible solutions and have always been the resident technology and software expert.

When not helping RIA firms, you can find Stephanie spending time traveling, camping, skiing or being outdoors with her husband Richard, daughter Olivia and two dogs Sterling (Black Lab mix) and Webster (Boxer mix).

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.

About Stephanie, Your CRM Strategic Partner

stephanie dannebaum crm implementation consultant

Stephanie Dannebaum,

ChFC®, MBA/MPP

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).