Workflows within Redtail are a powerful tool in streamlining your office processes. While brainstorming and building workflows can be its own project, there are a number of other tools and applications that can help boost their value. Join this Practice Management Spotlight with Adam Cmejla, CFP®, founder of Integrated Consulting & Advisory Solutions, to learn more about taking your existing workflows and supercharging them using other tools and strategies including:
- Utilizing Roles and Teams for offices big or small
- Creating Automations to jumpstart Workflows
- Effectively using multiple Target Dates within a Workflow
.... and more!
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