Advisor Tech Partners

?? We’re thrilled to announce the launch of our new Services Page! Our solutions are designed to fix inefficiencies, eliminate bottlenecks, and automate repetitive tasks, so your RIA can operate at peak performance. Through optimized workflows, processes, and automation, we help you reclaim time, enhance client experiences, and drive sustainable growth. → RIA Revival System: https://lnkd.in/euCvQYtm Prepare to scale effectively with our comprehensive system, guiding you through tailored strategies, seamless implementations, and ongoing support for lasting success. Pricing: $25,000 → Zapier Automation: https://lnkd.in/e3wFGXGv Unleash the power of automation by seamlessly connecting your RIA’s systems, reducing mistakes, saving time, and boosting efficiency. Pricing: $750 - $2,500 → Workflow Consulting: https://lnkd.in/ekNqwh86 Streamline your processes to achieve peak efficiency, unlocking automation, reducing errors, and simplifying operations for your RIA. Pricing: $1,500 - $7,500 → Service Model Automation: https://lnkd.in/e7bMsm93 Revolutionize client meeting management with streamlined scheduling, clear communication, and optimized client experiences powered by Wealthbox or Redtail Technology CRM and GReminders. Pricing: $6,500 - $8,000 Discover more about how we can help your firm thrive by visiting our Services Page: https://lnkd.in/dwQqWzbH ?? Schedule an Intro Meeting with Advisor Tech Partners: https://lnkd.in/enPGVQN7 Contact us: Website: https://lnkd.in/e96qkUAq Email: [email protected] Connect with Matthew Awai on LinkedIn: https://lnkd.in/eGYy8drz Connect with Jeffrey Rusin on LinkedIn: https://lnkd.in/e_JrmA6S Subscribe to Advisor Tech Partners YouTube Channel: https://lnkd.in/eZnXbZZG #AdvisorTechPartners #RIARevival #ZapierAutomation #WorkflowConsulting #ServiceModelAutomation

Want to close more prospects effortlessly? In this video, Jeffrey from Advisor Tech Partners breaks down Email Actions in Wealthbox Workflows and how they can help financial advisors and RIAs make a great first impression. Discover how automated email actions streamline prospecting, enhance client communication, and save you time while increasing conversions. Plus, get an inside look at real-world use cases and best practices that Advisor Tech Partners uses internally! Learn how to: ? Use Wealthbox Workflows to send automated emails ? Personalize outreach with video messages ? Track email engagement & optimize workflows ? Improve your prospecting and onboarding process ?? Resources: ?? Get your CRM Efficiency Scorecard – https://lnkd.in/eQ2Ysd-E ?? Download our Guide to Avoiding RIA Disaster – https://lnkd.in/e_-TWeNK ?? Schedule Intro Meeting with us – https://lnkd.in/enPGVQN7 Contact us: Website: https://lnkd.in/e96qkUAq Email us: [email protected] Follow Advisor Tech Partners on LinkedIn: https://lnkd.in/e3VHPfuG

?? Thank you for 500 LinkedIn followers! We appreciate your support. If you haven't subscribed to our YouTube channel yet, be sure to do so here: https://lnkd.in/eHPFauQi

Introducing the Advisor Tech Partners CRM Efficiency Scorecard – the critical tool you need to assess and optimize your Wealthbox or Redtail Technology CRM. We dive deep into your Workflows, Calendar, Opportunity Pipeline, Reports, and Templates to pinpoint exactly where your firm is falling behind—and how to fix it. The first 5 are FREE. Don’t wait. Here’s what you’ll get: ? CRM Efficiency Scorecard – A detailed assessment scoring your CRM across five key pillars. ? Video Walkthrough – A personalized Loom video breaking down your score, highlighting weaknesses, and giving you clear action steps. ? 30-Minute Consultation & Action Plan – A focused strategy session with a step-by-step roadmap to get your CRM working for you—not against you. ? Exclusive Discount – Apply the cost of your scorecard toward our services if you take action within 90 days. ? Get started now: https://lnkd.in/eQ2Ysd-E

In this video, Jeffrey from Advisor Tech Partners walks you through how to automatically launch workflows in Wealthbox when a prospect schedules a meeting on Calendly via Zapier—while ensuring proper alignment with Wealthbox Workflow Milestones. ?? What You’ll Learn: → How to set up Zapier to trigger workflows from Calendly → Understanding Wealthbox Workflow Milestones and why they matter → How to sync tasks before and after a meeting for seamless automation → Avoiding common mistakes when setting up milestones in Wealthbox By the end of this tutorial, your workflows will align perfectly with scheduled meetings, saving you time and ensuring a smooth process for every prospect! Have questions? Drop them in the comments! ?? Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: https://lnkd.in/eZnXbZZG ?? Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: https://lnkd.in/einK_9k8 ?? Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://lnkd.in/e_-TWeNK Contact us: Website: https://lnkd.in/e96qkUAq Email us: [email protected]

Some partnerships just work. Like Kobe and Shaq on the court, Michael Scott and Dwight Schrute in The Office, or SpongeBob and Patrick navigating Bikini Bottom. Different skill sets, same mission—winning. That’s exactly what Jeffrey Rusin and Matthew Awai have built with Advisor Tech Partners. Together, they’re helping RIAs scale and grow by turning Wealthbox and Redtail Technology CRMs into efficient, automated powerhouses that drive real results. → Matthew Awai: The Process Architect Matthew doesn’t just create workflows—he revolutionizes how advisors operate. He takes complex, time-consuming tasks and turns them into seamless, automated systems that save time, reduce errors, and keep businesses running smoothly. As a former college baseball coach, he knows the power of strategy, teamwork, and having a system that works under pressure. What sets Matthew apart is his positive, solutions-first mindset. No matter the challenge, he finds a way to make things simpler, faster, and more effective. Whether it’s designing workflows that eliminate bottlenecks, fine-tuning processes that actually make CRMs work for advisors, or helping RIAs streamline operations, he ensures everything runs at peak efficiency. A lifelong Dodgers fan, a country music enthusiast, and now a serious golfer, he’s always refining his skills—both on and off the course. → Jeffrey Rusin: The Automation and Marketing Engine When Matthew builds the best workflows and processes, Jeffrey makes sure they run on autopilot and get in front of the right audience. His focus is helping RIAs grow without getting buried in manual work and outdated systems. He automates Wealthbox and Redtail workflows so advisors spend less time on admin and more time with clients. He connects CRMs with scheduling, email, and marketing platforms to eliminate inefficiencies. He builds lead generation systems that bring in the right clients without constant outreach. He turns marketing into a machine that works in the background, nurturing prospects and growing AUM. His background in financial technology, marketing, and automation means he knows how to make an RIA’s CRM do the heavy lifting. And if you’re wondering why Jeff always wears a black T-shirt, that’s thanks to Nickelback—a lifelong fan who even got on stage with them in 2017. When he’s not helping RIAs optimize their tech stack, he’s watching the Boston Celtics, hiking, or rewatching Breaking Bad. → Helping RIAs Scale and Grow Advisor Tech Partners isn’t just another consulting firm—it’s the team RIAs need to scale, optimize, and grow. If your Wealthbox or Redtail Technology CRM isn’t making life easier, it’s time to change that. Matthew and Jeffrey are here to help. Advisor Tech Partners IS HERE TO STAY!

If you're using Wealthbox CRM, you need to download the Wealthbox mobile app today! In this video, Jeffrey from Advisor Tech Partners walks you through the Wealthbox iOS app, showcasing its key features that help financial advisors stay productive on the go. From managing contacts and tasks to tracking workflows and opportunities, Wealthbox keeps your business running smoothly—right from your phone! Features Covered: → Home & Today Tabs: Stay updated with meetings and tasks → Contacts & Search: Quickly find and manage client info → Tasks & Events: Assign and schedule with ease → Notifications: Stay on top of important updates → Workflows & More: Streamline your processes Don’t miss out! Download the Wealthbox app now and level up your advisory business. ?? Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: https://lnkd.in/eZnXbZZG ?? Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: https://lnkd.in/einK_9k8 ?? Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://lnkd.in/e_-TWeNK Contact us: Website: https://lnkd.in/e96qkUAq Email us: [email protected] Follow Advisor Tech Partners on LinkedIn: https://lnkd.in/e3VHPfuG #Wealthbox #WealthboxCRM #FinancialAdvisors #AdvisorTech #RIATech #WealthboxApp #FinancialPlanning

Are your prospects getting into your Wealthbox Opportunity Pipeline when they schedule an Intro Meeting via Calendly? If not, you're missing out on a powerful automation! In this video, Jeffrey from Advisor Tech Partners walks you through how to use Zapier to automatically create an Opportunity in Wealthbox whenever a prospect schedules a meeting with you on Calendly. This setup ensures that your pipeline stays updated, helps with team accountability, and increases the chances of turning prospects into clients! ?? What You’ll Learn: ? How to trigger an automation in Zapier using Calendly ? How to create an Opportunity in Wealthbox ? Best practices for tracking prospects and improving your workflow If you're an RIA looking to streamline your processes, this tutorial is for you! Don't forget to like, subscribe, and comment if you found this helpful. ?? Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: https://lnkd.in/eZnXbZZG ?? Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: https://lnkd.in/einK_9k8 ?? Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://lnkd.in/e_-TWeNK Contact us: Website: https://lnkd.in/e96qkUAq Email us: [email protected] Follow Advisor Tech Partners on LinkedIn: https://lnkd.in/e3VHPfuG

In this tutorial, Matthew from Advisor Tech Partners shows you how to track and report on account opening workflows in Redtail Technology CRM. Learn the step-by-step process for generating detailed reports and managing workflows to get a clear view of your firm’s account opening operations. This guide is perfect for financial advisory firms looking to improve their workflow reporting and optimize their CRM usage. → Learn how to generate workflow reports in Redtail Technology CRM → Track account opening progress and status updates → Understand how to filter reports for specific workflows and timeframes → Set up workflow ownership for better accountability → Get insights on improving your firm’s overall workflow management Whether you're an advisor or part of an RIA firm, this video will help you streamline your account opening processes and make the most of your Redtail Technology CRM system. ?? Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: https://lnkd.in/eZnXbZZG ?? Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: https://lnkd.in/einK_9k8 ?? Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://lnkd.in/e_-TWeNK Contact us: Website: https://lnkd.in/e96qkUAq Email us: [email protected] Follow Advisor Tech Partners on LinkedIn: https://lnkd.in/e3VHPfuG #AdvisorTechPartners #RedtailCRM #RIAworkflow #AccountOpeningWorkflows #RedtailCRMGuide #FinancialAdvisory #CRMReporting #AdvisorTech #ClientOnboarding #RIAProductivity