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.

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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

Smarter Marketing Made Easy with Redtail Campaigns

We’re so excited to announce Redtail Campaigns, our new marketing solution for advisors, now available during an Early Access period.

As an advisor we know it can be a huge challenge for you to find the time to consistently engage with your prospects and clients in meaningful ways. Our new solution, Redtail Campaigns, offers a compliant way for you to market to your prospects and clients on an ongoing basis with pre-built marketing campaigns targeting specific stages of the client lifecycle.

Coupling the amount of contact data that Redtail CRM allows you to track with the opportunities available to segment your contacts in meaningful ways based upon that data, Redtail CRM is a natural springboard from which to initiate targeted, well-timed marketing campaigns. And now, Redtail Campaigns allows you to run those campaigns in a fraction of the time it might take you otherwise.

A little background

We’ve been thinking about the huge hurdles advisors must overcome to create and manage effective marketing campaigns for many years, as the marketing process is frequently mentioned as a pain point for many advisors. As we found in our own 2019 AdvisorComms Survey of more than 3,200 wealth management professionals across the United States, 22% of respondents indicated their offices do not tailor marketing content to their clients at all. More telling, of the respondents who do, less than 6% consider any client characteristics outside of age, income, gender or education for the purpose of crafting tailored client content. Putting it bluntly, generic content that doesn’t take anything into account other than basic demographic info is unlikely to move the needle much in terms of an advisor’s prospecting or client engagement efforts.

Still, with limited resources or time to craft compelling content tailored specifically for smaller segments of their client and prospect base, many advisors have yet to land on a solution to address these challenges. We believe Redtail Campaigns is the answer you’ve been looking for.

What is included in Redtail Campaigns?

Redtail Campaigns puts a huge library of compliant, FINRA reviewed marketing content at your fingertips:

• Professionally written, expertly designed content assets from these campaigns is geared to be arresting and to “stop the scroll”.
• Full access to Snappy Kraken’s existing library of campaign content, with more coming online all the time. You’ll also benefit from Snappy Kraken’s built-in compliance workflows.
• Redtail Campaigns will continue to add new content and campaigns to the platform to ensure you’re never at a loss for materials to help you nurture your client and prospect relationships.
• Having FINRA-reviewed materials available for your campaigns tends to dramatically decrease the time you’ll need to get things approved by your compliance department.

 

Redtail Campaigns’s easy-to-use campaign builder, powered by Snappy Kraken (the leader in financial advisor marketing automation software), allows you to minimize the time required to manage your marketing efforts:

• Campaigns run at different cadences and include different elements and varying runtimes.
• Campaign elements include but are not limited to: emails, social posts (LinkedIn, Facebook, Twitter), newsletters, landing pages with calls-to-action, forms, etc. You exercise control over which elements, if any, you’d like to disable for a given campaign.
• While our campaigns are designed to be effective and produce results, most campaigns offer some level of customization on copy.
• That said, after your account setup, you can choose to use these campaigns as-is, running multiple campaigns per month aimed at clients in different lifecycle stages, all with a minimal investment of time on your part.

 

Redtail Campaigns allows you to bring consistency as well as an organic feel to your marketing efforts while at the same time helping you to tailor your content based upon client and prospect characteristics beyond basic demographic information:

• Because it’s so easy to administer your marketing efforts in Redtail Campaigns, running new campaigns on a consistent basis won’t feel like a chore.
• Because the elements and cadence for each campaign you can run through Redtail Campaigns vary, none of your campaigns will feel automated or paint-by-numbers. Instead, each campaign incorporates the elements we’ve developed to be most effective for the campaign at hand to drive clients and prospects toward your call-to-action.
• Launching your campaigns from Redtail CRM, where you can segment your clients and prospects by any data point(s) you choose, allows you to be very deliberate about delivering specific messages to a desired audience.

 

We’re confident Redtail Campaigns will help you improve your overall prospect and client experience by allowing you to individually engage with them on the topics most relevant to their current needs.

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or at sales@redtailtechnology.com. You can also request more information here.

1915-OAT-10/12/2022

ABOUT this webinar
Topic: Growing your practice organically with Catchlight & Redtail
Description: Would you like your prospecting time to be more efficient? Does working smarter to win more of your best-fit clients sound appealing? Come learn how Catchlight is helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models. We will share best practices for using Catchlight as well as how to send your contacts from Redtail CRM into Catchlight.

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

Marketing

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 an August 23rd Building Your Tech Stack webinar with Catchlight, we’ll be considering the below:

Growing your practice organically with Catchlight & Redtail

Would you like your prospecting time to be more efficient? Does working smarter to win more of your best-fit clients sound appealing? Come learn how Catchlight is helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models. We will share best practices for using Catchlight as well as how to send your contacts from Redtail CRM into Catchlight.

Register now for this webinar on August 23 at 10:00 am Pacific.

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Financial Planning

The process of financial planning is intricate; tools you can use to help you dive deeper into the process in order to make the complex projections and calculations you’ll need to perform to recommend a course of action for each of your clients are invaluable.

Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. Your financial planning software is going to be integral throughout the seven steps of the financial planning process as defined by the CFP Board. The level of integration available between different financial planning software and your CRM varies, but you are likely to find contact sync and easy access to planning documents with many of these integrations, helping to streamline one of the most time-consuming aspects of your operations.

In an August 30 Building Your Tech Stack webinar with fpPathfinder, our topic is:

Navigating Complex Financial Planning Questions with fpPathfinder

Come learn how fpPathfinder is helping advisors be more diligent in their planning processes by using custom white labeled flowcharts, checklists, and summary guides. We will share best practices for using fpPathfinder and its integration with Redtail CRM.

Register now for this webinar on August 30 at 10:00 am Pacific.

 

 

 

ABOUT this webinar
Topic: Building Your Tech Stack – Clout by TIFIN
Description: Leveraging AI to Reach Niche Audiences Through Personalized Content

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

Financial Planning

The process of financial planning is intricate; tools you can use to help you dive deeper into the process in order to make the complex projections and calculations you’ll need to perform to recommend a course of action for each of your clients are invaluable.

Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. Your financial planning software is going to be integral throughout the seven steps of the financial planning process as defined by the CFP Board. The level of integration available between different financial planning software and your CRM varies, but you are likely to find contact sync and easy access to planning documents with many of these integrations, helping to streamline one of the most time-consuming aspects of your operations.

In a June 7 Building Your Tech Stack webinar with Income Lab, we’ll be considering the below:

The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM

Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income Lab is committed to helping advisors navigate this problem with their clients by bringing new research, concepts, and clarity to the conversation.

In this webinar we’ll discuss how realistic, dynamic, updated longevity estimates play a key role in providing better income outcomes and how failing to update longevity estimates leads to problems as income risk levels go off track over time.

Register now for this webinar on June 7 at 10:00 am Pacific.

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Marketing

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 June 21 Building Your Tech Stack webinar with Clout by TIFIN, our topic is:

Leveraging AI to Reach Niche Audiences Through Personalized Content

Join us on June 21st as we highlight marketing automation platform, Clout, and how its integration with Redtail Technology makes it easier for financial advisors to unlock growth through hyper-personalized digital marketing campaigns. Their turnkey marketing solution delivers content personalization at scale to create deeper, more meaningful relationships with clients and prospects. Their human + AI approach curates tailored marketing campaigns to help you reach the right person at the right time and on the right platform. When Clout and Redtail are implemented together, you can increase your reach, drive leads, and maximize your ROI.

What is Clout?
Clout by TIFIN is an AI-powered platform that provides personalized client and prospect engagement for wealth managers of all sizes – from the independent advisor to large wealth enterprise firms. Clout makes it easier for advisors to reach, nurture, and convert their target audiences with turnkey marketing solutions, scalable personalized content, and content distribution. Their platform utilizes an ever-growing ontology of over 460 tags to programmatically categorize their content library that features over 500,000 articles. Their algorithms tag articles by topic, life stage, and product to proactively recommend which pieces to share with the right person, at the right time, and on the right platform.

Register now for this webinar on June 21 at 10:00 am Pacific.

ABOUT HubSpot “The HubSpot platform is a full suite of marketing, sales, service and operations software that provides you with the tools needed to build and grow remarkable customer experiences to help you and your customers — grow better. “

WHAT ARE THE INTEGRATION POINTS BETWEEN HUBSPOT AND REDTAIL CRM? 

• Two-way sync: Data is shared between Redtail CRM and HubSpot in real time
• Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
• Historical syncing: Your existing data will sync right away, and updates will sync as they happen

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

Catchlight: Use the power of AI to strategically grow your practice

ABOUT Catchlight “Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisors’ best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.“

WHAT ARE THE INTEGRATION POINTS BETWEEN CATCHLIGHT AND REDTAIL CRM? 

The integration between these two platforms enables advisors to easily import their leads and clients from Redtail to Catchlight.

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

Oryx Cloud: Capture more LEADS. Close more DEALS.

ABOUT Oryx Cloud “Oryx Cloud is a lead capturing and intelligence software to help financial planning advisors and retirement planning consultants capture leads by phone, chats, email, and web form. Grow revenue by increasing conversion of leads to business.”

WHAT ARE THE INTEGRATION POINTS BETWEEN ORYX CLOUD AND REDTAIL CRM? 

This new integration offers advisors the ability to push leads they have captured in Oryx Cloud over to Redtail CRM as contacts.

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