Successful advisors are often those who are best prepared to recognize, appropriately prioritize, and then successfully onboard new business or close new opportunities with existing clients. Having a system in place to track new prospects or opportunities in order that they don’t fall off of your radar is a crucial component of business growth. Don’t overlook Redtail CRM as a sales pipeline tracker where you can move prospects or current clients through your sales process. Creating blocks of time in your week to work opportunities can really pay off! Join us to learn how!
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