ABOUT this webinar
Topic: Virtually unite using workflows for a cohesive client experience

Description: The post-COVID work environment has shifted the workplace dynamic for all professions, including financial advice and how advisors deliver that advice to their clients. As firms grow and scale and therefore divide the client service responsibilities, it’s important that “the left hand knows what the right hand is doing.” We’ll demonstrate how to use a variety of client service workflows to give everyone on the team transparency of “who’s doing what, when, and for which client” which eliminates the dreaded intraoffice “reply-all” email or instant messaging system that’s been used in the absence of any proven system.

Register now for this webinar on November 1 at 10 am Pacific.

2045-OAT-10/28/2022

ABOUT this webinar
Topic: Utilizing Workflows to Drive a Repeatable & Consistent Prospecting Process
Description: Most advisors are good at the first and second follow up with a prospect, but do you have a scalable, repeatable, and sustainable process for the entire prospect journey? Join Redtail and Adam Cmejla, CFP^®, founder of Integrated Consulting & Advisory Solutions to learn how you can use workflows to scale a specialized prospecting process (and how this philosophy can be adopted in multiple other aspects of your practice). In this webinar, you’ll learn how to:

• Use workflows to ensure that prospects stay top-of-mind for you & your firm
• Get out of “maybe-land” and use language in your follow ups that compels a “yes” or “no.”
• Learn how workflows can help your team engage in the prospect process and free up your time
• “Scale special” even further with the use of Redtail broadcast emails and Text Expander for personalized follow-ups with your prospects.

Register now for this webinar on September 28 at 10 am Pacific.