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How to Harmonize Different Features of Redtail to Provide a Consistent Client Experience with Adam Cmejla [45:03]

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As more offices have been forced to work remotely, advisors and their teams have had to learn how to “collaborate independently” to provide clients with the service and advice they expect (deserve), especially during the uncertainties surrounding our markets and economy. Join Adam Cmejla, CFP®, owner of the RIA Integrated Planning & Wealth Management and consulting firm Integrated Consulting & Advisory Solutions as he shares how his firm uses different functions of the Redtail CRM to “scale special” in the service they provide to the clients they serve across 20+ states.

 

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