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 tyler.nunnally@finametrica.com
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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