Stephanie Dannebaum Consulting

Why Hire a CRM Consultant? Get a bird's eye view of your business. When you're working in the middle of your firm, it can be challenging to view it as a whole. A CRM consultant can zoom out to see the big picture of your workflows. Ready to gain some valuable perspective? Reach out at https://lnkd.in/g4nVUs5Y so we can map out your firm's success together. #ToolsOfTheTrade #FinancialAdvisorCRM #ClientSuccess #CRMConsultant

CRM Efficiency Hack: Redtail’s keyword feature can help you quickly segment clients and send targeted messages based on their needs. It’s a small change that can make your communication feel more personal. Want to know more about optimizing optimizing your CRM? Schedule your discovery call at https://lnkd.in/gH9KrcjR. #CRMOrganization #RedtailCRM #AdvisorHacks

Did You Know? Streamline your client onboarding process by automating steps with workflows so you can give every new client the same, exceptional onboarding experience without missing a step. Just a few clicks can set up a consistent, repeatable process that's also customizable to client needs. How streamlined is your onboarding? Let's chat about how we can make it easier for you and your clients at https://lnkd.in/g4nVUs5Y #WorkflowAutomation #WealthboxTips #ClientService

The Future of CRM: Mobile CRM apps are a game-changer, allowing advisors to manage client relationships from anywhere. How mobile-ready is your CRM? Accessing client info on the go could be the boost you need to deliver exceptional service anytime, anywhere. Ready to take your CRM management on the road? See how we can help you evolve at https://lnkd.in/g4nVUs5Y #MobileCRM #FinancialAdvisorsOnTheGo

CRM Efficiency Hack: Redtail’s report generation tool is perfect for creating quick, insightful client reviews. Save hours without sacrificing quality—your clients (and your calendar) will thank you! Let’s develop a strategic approach to CRM that fits your advisory practice and drives results! Learn more at https://lnkd.in/guebeHqD. #ClientReports #RedtailCRM #AdvisorHacks

The Future of CRM: Expect deeper CRM integrations with custodians, making it easier than ever to keep client info in one place. What integrations do you currently use? If you’re ready to streamline, let’s talk about a custom CRM setup! It's easier than you think at https://lnkd.in/g4nVUs5Y #CRMTrends #FinancialServices #FutureReady

Did You Know? Wealthbox offers a social media integration feature that allows advisors to see real-time updates on client activities. It's called Social CRM, and it connects to your client's social media accounts like Twitter. Imagine being able to check in with a client based on something they just shared—this feature makes that possible! It’s all about staying proactive and keeping client relationships at the center of your advisory practice. Are you taking full advantage of the features Wealthbox has to offer? Schedule a call at https://lnkd.in/g4nVUs5Y so we can make sure you're using your tools to the fullest. #Wealthbox #ClientInsights #FinancialAdvisorCRM

CRM Tip: Wealthbox has some pretty amazing project management tools! If you’re juggling tasks across your team, Wealthbox’s task assignments and team collaboration features can help keep everything on track. No more missed steps or forgotten tasks! How are you managing workflows with your team? Ready to see how easy streamlining your business can be? Let's chat! https://lnkd.in/g4nVUs5Y #WealthboxTips #TeamManagement #FinancialAdvisor

Problem: Juggling multiple processes across your team? Solution: Wealthbox’s project management features allow for easy task assignment and tracking, so everyone stays on the same page. Think of it as a productivity booster for your entire firm! Need help managing your projects? Let's chat at https://lnkd.in/g4nVUs5Y so you can stop worrying about losing track of tasks and get more done. #Wealthbox #TeamEfficiency #FinancialAdvisor

Why CRM Strategy Matters: A well-thought-out CRM strategy is essential for boosting productivity and enhancing client satisfaction. Your CRM should work for you, not the other way around! Need help crafting a CRM strategy that fits your practice? Let’s connect! Schedule your discovery call at https://lnkd.in/gH9KrcjR. #CRMStrategy #FinancialAdvisorTools