Three things Redtail workflows do for your firm

I have worked with dozens of firms (50+) at all different stages of their growth trajectory (1 advisor, one admin to a $1B+ firm and everything in between, including a project that I built for Loring Ward). It's CRITICAL that growing firms pump the breaks to get their systems in place...otherwise, you're just amplifying a problem. Workflows within your CRM (we use Redtail) do many things, but I think it can all be boiled down to three themes: scalability, transferability, and transparency. Scalability:┬áthe workflows are written in a way that you're able to…continue reading →