Build Better Client Connectedness with Plain Wealth and Redtail CRM
As an advisor, it is important to know what your clients want and to satisfy their need to be updated and informed. Come learn how to use a digital hub and dashboard to satisfy most of your client’s regular needs. We will share key practices to handle unplanned client disruptions, ongoing client paperwork updates, and ways you and your firm can increase the connectedness and quality of your client experience.
Plain Wealth is a client wealth app built specifically for the clients of advisors who use Redtail. The company offers award-winning technology, and is committed to client-centric innovation, driving toward financial wellness. Plain Wealth leadership is a two-time national award winner for data intelligence. It is a part of the Plain Solutions family of companies, founded in 2018. For more information, visit plainwealth.io.
Video not Loading? Unable to view YouTube? CLICK HERE