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 […]
Introducing Seamless Integration: GReminders and PreciseFP Join Forces for Enhanced Client Engagement In the dynamic world of financial advisory services, efficiency and client interactions are paramount. Enter the groundbreaking integration between GReminders and PreciseFP—two powerful tools that have now joined hands to revolutionize how advisors engage with clients and prospects. On the GReminders Side: When […]
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 […]
Webflow is an excellent tool for building Web Pages, acts as a CMS (Content Management System) and provides a very nice WYSIWYG interface for designing corporate sites, ecommerce sites, etc… The GReminders Booking widget can be easily embedded into a Webflow page. For example to Schedule a Demo, or Book a Support Call, or Meeting […]
