So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
When an advisor leaves your firm, you have to act quickly if you want to retain clients. According to Bryce Sanders in his article, 7 Steps to Keeping a Client Whose Advisor Has Left the Firm, Think Advisor, Oct. 18, 2021, Step #2 is: Contact Them Immediately While you can reach out to clients many […]
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user you may have utilized […]
Learn how to create opportunities within your Redtail or Wealthbox CRM when clients or prospects schedule through GReminders Event Types Redtail CRM Opportunity Tracker: The Opportunity Tracker in Redtail serves as a powerful tool for financial advisors. Its purpose is to help advisors monitor their pipeline, engage with prospects, and ultimately close more business. When […]
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
If you are doing business with “Consumers” or Individuals, you may not be adding them to the actual Calendar Event or Invite. This is done for a variety of reasons. It may not be customary in your industry, you may include notes in the description that you do not want to share, the client or […]
