Overview To foster a growth environment and maintain a positively motivated advisor workforce, it is crucial to calculate, track, and disburse advisors’ commissions accurately. Accurate commission tracking provides financial advisors and management with valuable insights into what products or services are generating the most revenue. It helps you make data-driven decisions, and strategically allocate resources. […]
Analytics drive growth. It is the surefire way of knowing if something’s driving value and making a difference. Financial advisors who use Redtail CRM understand the significance of keeping track of the working strategies and capitalizing on successful tactics. However, traditional analytics tools are not purpose-built to cater to the needs of those in the […]
Every business thrives on growth driven by a solid client base. How can you build this client base? Through lead nurturing! An incoming lead is just a few steps away from becoming a paying customer and you can help them close the distance via lead nurturing. For Redtail users, lead nurturing becomes convenient as their […]
Who has got time to go back and forth between scheduling and canceling appointments? Do you think your potential lead will wait for you to reach out? And even if they do, will it be a good time for you to make that call? It poses a problem for you and the lead that could’ve […]
How to capture incoming phone call transcriptions to Redtail CRM contacts? Redtail is an in-demand CRM platform that is widely used by financial advisors and wealth management companies for Customer Relationship Management. Incoming prospects’ first phone calls are the most important to record and transcribe, which will help improve the conversion of that prospect to […]
As a financial advisor, your time is invaluable, and the last thing you want is to deal with no-shows and missed appointments. LeadCenter.AI offers a seamless solution to automate appointment reminders to your Redtail CRM contacts directly, without relying on Zapier or other third-party tools. Our automated appointment reminder feature empowers you to streamline your […]
