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"LeadCenter.AI has been the best lead capturing and lead management platform that I have used so far. It does a wonderful job of keeping all my leads organized and is easy to export the leads to whichever CRM I want."
"LeadCenter.AI really helped my business to generate more leads for my clients. It's easy-to-use and I can manage my leads with a single click. I can also see which campaign was successful in generating customer leads."
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"LeadCenter.AI is a great tool that helps me take my clients' lead generation to the next level. It's helped me increase my conversions and get more clients with ease. The customer service is excellent too!"
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Our Recent Blog

December 11, 2023
How to Measure the Success of Financial Advisor Events with Event Management Metrics

Importance of event metrics: An overview Event organization and management are part and parcel of the financial advisory industry. The financial advisory firms organize various events ranging from live streaming events or webinars to real-life seminars and workshops. It takes planning, technique, and tactful artistry to host successful events; which makes it all the more […]

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October 20, 2023
How Can Redtail Users Auto-Populate Contact Info via Financial Questionnaire

The digital evolution of the financial advisory industry - An overview The financial advisory industry is on the verge of digital uphaul. Technological advancements have made a significant impact on the processes and functions of financial management. LeadCenter has always been at the center of this digital evolution. This platform is purpose-built for financial advisory […]

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September 22, 2023
How to measure the health of your advisory via Deals Velocity Report

Managing finances is a meticulous and tedious process. It requires operational efficiency and accuracy. It is pivotal to understand the twists and turns of this business and carefully adopt optimizing practices. However, you can’t always predict the outcome of your strategies, and blindly throwing arrows in the dark for what might work is neither practical […]

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September 8, 2023
How to Automate Production Tracking for Annuities and Insurance Products and Integrate It With Redtail

Embracing automation for enhanced financial advisory The daily operations of a financial advisory firm involve streamlining workflows, managing clients’ accounts lists, organizing advisors’ payments, tracking leads, and dealing with complex financial portfolios. Additionally, you must keep up with the current marketing trends in investment strategies and carve out the most suited financial plan for each […]

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August 18, 2023
How to Automate Tracking Commission for Annuities and Insurance Products and Integrate It With Redtail

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. […]

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July 24, 2023
How Can Redtail Users Track Inbound Calls via LeadCenter's Advanced Call Reporting

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 […]

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