The CONNECTED Advisor (2016 Practice Mgmt Series)


We are excited to share that Redtail, a leading provider of CRM solutions to independent financial professionals, has teamed with The CONNECTED Advisor to bring you The Redtail Technology and Practice Management Online Mini Conference, designed to help Redtail’s users take their business to the next level.


These sessions were recorded and are posted below for your viewing pleasure. You'll also find the associated Presentations, Templates and Documents regarding these presentations attached at the bottom of the article.


Business Planning in 2016
Taking your practice to the next level starts with outlining your 5 year plan and identifying technology tools to help you be successful. This recorded session includes:
• Business planning steps and two plan templates for easy integration
• Technology solutions with Advicent Financial Planning Tools
• The practice assessment tool to identify gaps


Streamline Client Communications
Studies show the reason clients stop working with their financial professional is due to a lack of communication. This recorded session will focus on delivering a turnkey communications plan including:
• Advisor Success Stories using CopyTalk after client meetings and reviews
• Redtail Integration
• Top Client Background Chart, Communications Calendar Template, and Client Impression Survey

Leverage Technology to Enhance Branding
A well‐crafted branding plan includes brochures, seamless communications, and an engaging website to show clients and prospects the value a practice delivers. This final recorded session includes:
• A branding brochure template with service levels
• 24/7 client connections with Jive technology
• Client branding checklist from office music to email templates


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