Practice Management Spotlight Featuring Jeff Rose [50:59]


Jeff has had considerable success, both as an advisor and as a financial services blogger, all while operating out of Southern Illinois rather than one of the big coastal cities or major financial hubs.

You can learn from his experiences in the recorded webinar below as he discusses how to use your expertise to adjust processes within your own practice and effectively create and repurpose your own content for the sake of lead generation. 

Learn about the tools that he uses that connect to Redtail, his approach to workflows, and which features within Redtail he most frequently uses in his business! 

Watch the video below to take advantage of some great advice from one of the up and coming stars of the financial world.

Video not Loading? Unable to view YouTube? CLICK HERE


Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk