Win New Clients and Retain Them for Life - Presented by FinaMetrica & Redtail [26:36]


A new series begins where Redtail brings you Best Practices from around the industry from some of it's most popular and integrated partners!

This recorded webinar is all about you and your clients, including:
- Acquiring more clients who have increasingly higher expectations
- Adding efficiency in your practice, delivering more value with less effort.
- Retaining clients during both good times and bad
- Create RAVING FANS that refer you on because of the quality of your service

FinaMetrica enables advisors to make valid and reliable assessments of their clients’ risk tolerance, incorporate those assessments into the financial planning process and explain risk more meaningfully. For more information please click here.

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00:28 - Introduction

01:18 - Tyler from Finemetrica Presents

17:13 - Rick from Redtail Presents

18:08 - Tailwag version of Redtail (Learn more here)

18:49 - Manage Your Integrations

19:31 - Integration with Finametrica

23:21 - Contact Overview

Contact Tyler Nunnally at
(404) 320-6047 or

Does something in the video look different than your screen within the Redtail CRM? 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


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