(Video) Your CRM Needs to Work for You: Redtail For Financial Advisors

Video Overview

Your CRM Needs to work for you
Your customer relationship management system should be working for you on auto-pilot. 

Tucker Advisors CMO Justin Woodbury is joined by Dusty Russell of Redtail CRM to explain the functionality and capabilities of their cloud-based platform using Redtail for financial advisors.

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.


Video Synopsis

Dusty Russell of RedTail CRM presents on workflows, automations, and sales opportunities using Redtail. Workflow processes can be enhanced by using automations to take out manual work. As a result, activities can be assigned based on changes in CRM data allowing for a more streamlined process.

One example of this is to create a workflow that sends out updates when the status of a client changes. This way when the client’s status changes, the automations trigger a workflow to each client based on their status. This notifies your team about what needs to be done for a contact without the manual assignment of a task. Once a status changes, the associated parties are alerted to start their course of action as assigned.

Redtail For Financial Advisors

Redtail for financial advisors also offers functionality to help manage your relationships with automated reminders, advanced search filters, memberships, and keywords from user-defined fields. Having this type of information on clients allows you to have a more personalized customer experience. Another way that the CRM can help you is to give daily note reports on changes, activity reports, and opportunity tracking to give you insights into what is changing with your prospective clients.

Tucker Financial President Darren Petty joins the presentation to add his experience using Redtail. For Darren, Redtail offers workflows to accelerate his practice. Sharing files around the office can cause a lot of confusion when there are multiple versions of the same file. Using Redtail they’ve been able to share materials in an intuitive way that helps grow his financial advisory practice. If you’d like more information on Redtail be sure to visit their website.

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For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
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