ABOUT this webinar
Topic: How to Drive Growth with AdvisorStream’s Scroll-Stopping Marketing
Description: Join Redtail & AdvisorStream to learn how to drive clicks into clients with world-class content marketing.

In this session you will learn how to:

• Stand out with timely investor-focused communications
• Spark conversations with highly engaging and personalized content
• Save time with powerful automations and integrations with Redtail
• Uncover AUM with AI-powered insights about clients and prospects

2232-OAT-11/18/2022

In November of 2022, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Marketing categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Advisor Tools

Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.

In a November 15th Building Your Tech Stack webinar with TimeLyft, we’ll be considering the below:

Tracking Time Spent on Clients with TimeLyft and Redtail CRM

As an advisor, it is important to know how much time is being allocated to your clients. Come learn how to track your time using TimeLyft. We will share best practices on how to track time spent on contacts as well as on retrieving that data from Redtail CRM using our shared integration.

TimeLyft offers Time & Productivity Management Software For Advisors and Firms.

Register now for this webinar on November 15th at 10:00 am Pacific.

---

 

Marketing software

Marketing software is available to assist you with getting your marketing messaging out, regardless of the channel you are hoping to share your message in. There are website-building platforms; email marketing solutions; digital marketing platforms; social media monitoring, scheduling, and engagement software; lead capture software; tools for producing podcasts; and the list could go on and on and on. The bottom line is you have a message to share, and there are solutions available to assist you with sharing it in the right time at the right place.

Integrating each of your marketing tools with Redtail CRM means you will likely be able to streamline many of the steps commonly associated with getting your marketing message out to your clients and prospects.

In a November 9th webinar with Orion, our topic is:

Introducing Redtail Campaigns: Your Virtual Marketer Backed by the Industry’s Best CRM

Introducing Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite.

Join Jake Leise, Director, OrionProspect, and Ricky Williamson, Director of Training at Redtail, for the first look at this industry-leading marketing platform tool made for financial advisors. Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from their CRM dashboard.

Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.

Register now for this webinar on November 9 at 11:00 am Pacific.

 

In a November 22nd Building Your Tech Stack webinar with AdvisorStream, our topic is:

How to Drive Growth with AdvisorStream’s Scroll-Stopping Marketing

Join Redtail & AdvisorStream to learn how to drive clicks into clients with world-class content marketing.

In this session you will learn how to:
• Stand out with timely investor-focused communications
• Spark conversations with highly engaging and personalized content
• Save time with powerful automations and integrations with Redtail
• Uncover AUM with AI-powered insights about clients and prospects

Register now for this webinar on November 22 at 10:00 am Pacific.

 

 

2018-OAT-10/25/2022

AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations.

ABOUT this webinar
Topic: How to supercharge your marketing with AdvisorStream & Redtail
Description: Join Redtail & Kevin Mulhern, CEO & Co-founder of AdvisorStream, for an interactive webinar exploring how firms can use digital content marketing to foster advisor growth and client loyalty.
In this webinar, you will learn how to:

• Stay compliant with your marketing without sacrificing on engagement
• Find new clients & increase your AUM with content that sparks action
• Eliminate risks across all marketing efforts
• Easily measure ROI across all your advisor marketing efforts

Register now for this webinar on October 7 at 10 am Pacific.

WHAT ARE THE INTEGRATION POINTS BETWEEN ADVISORSTREAM AND REDTAIL CRM? This integration allows you to sync your Redtail contacts into the AdvisorStream platform, based either upon the Tag Groups or Statuses that you choose to sync. Once synced, you can begin the process of marketing to those contacts using the tools available in the AdvisorStream platform.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.

Competitive industry leaders convene to address the future of advice while supporting diversity and inclusion

PHILADELPHIA, July 28, 2020 /(original press release here) — Asset-Map Holdings Inc. (Asset-Map) today announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on a wide range of forward-thinking topics and ideas. These industry leaders will debate their brands’ visions, the future of the industry, their diversity and inclusion initiatives, and more. The event is sponsored by 20 market-leading technology firms, and half of all gross ticket sales will benefit the CFP Board’s College for Financial Planning Diversity and Inclusion Initiative, which supports diversity in the industry by providing education and mentorship programs.

AdviceTech.LIVE will take place virtually on Thursday, August 27, 2020, from 10:30 AM-5:00 PM EDT, and attendance is open to the entire advice industry, including wealth managers, financial planners, and asset managers. Attendees will have the opportunity to learn about the technology they use every day; hearing directly from the industry’s top financial technology executives and their organizations via panel discussions, virtual booths, and group demonstrations. The event creates an exciting opportunity for industry experts to challenge each other, differentiate themselves in an open forum, and respond to questions from event attendees in real-time. Directly following the event, moderators will also host a program wrap-up, highlighting key takeaways. Five core advisor technology solutions will be discussed, including Financial Planning, Portfolio Management, CRM, Marketing Tools, and ‘Practice Magnifiers.’

“For too long, the technology that runs advisors’ practices has been reserved for those who know where to look,” says H. Adam Holt, CFP, ChFC, Asset-Map CEO and event organizer. “At Asset-Map, we saw an opportunity in these unprecedented times to create accessibility to tech leadership unlike ever before. As a fellow architect of advisor technology and a former financial advisor, I wanted to invite all advisors into the ‘room where it happens’ – creating an open forum to share the future of competitive solutions and brand vision on one platform.”

The event’s participating firms include: Morningstar, Orion, SS&C BlackDiamond, Envestnet Tamarac, Envestnet MoneyGuide, eMoney Advisor, Advicent, Asset-Map, Snappy Kracken, AdvisorStream, FMG Suite, TwentyOverTen, Redtail Technology, Practifi, AdvisorEngine’s Junxure, Riskalyze, Everplans, MobileAssistant, and LifeYield. Industry thought leaders and panel moderators include Rene Nourse, CEO of URBAN Wealth, Craig Iskowitz, CEO of Ezra Group, Megan Carpenter, CEO of FiComm, Marguerita Cheng, CEO of Blue Ocean, and Toussaint Bailey, CEO of EnsoWealth.

AdviceTech.LIVE is currently open for registration; tickets cost $70. For more information on AdviceTech.LIVE, visit www.AdviceTech.Live.

About Asset-Map

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, having mapped over 1 million people and $600 billion in financial instruments. For more information about Asset-Map, please visit asset-map.com.

SOURCE Asset-Map

Related Links
http://asset-map.com