What are you doing about RoboAdvisors?
If you’re not modernizing the way you communicate with clients, your business model is at risk of becoming outdated fast. In this webinar, hosted by Redtail and presented by Andrew Gluck, you’ll learn about a revolutionary new way to practice by integrating Redtail into a client portal.
Watch this previously recorded session to see how you can assign tasks to clients, like, “Send me your 1099s,” or “Please upload your will,” to manage relationships securely and get things done for clients.
Andrew Gluck is CEO of Advisor Products and Editor of Advisors4Advisors.
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.