We’re excited to be only one day away from the start of the Loring Ward NEC (National Education Conference) in San Diego! During the conference, we’ll be holding a couple of breakout sessions, during which time we will be sharing a live demonstration of our newly designed Design/Build/Protect workflow system within Redtail CRM.

During our sessions we’ll be talking about the importance of workflows and the benefits of running your practice on a workflow system. We’ll also give advisors a look at the workflows, how they’re built, and how they function within a real advisory practice. We’ll also be sharing some of the additional resources that we’re providing to advisors that use Loring Ward.

For those advisors that are interested in getting a copy of the workflows into their database, please connect directly with your Regional Director for details. Even if you’re an advisor that doesn’t currently align with Loring Ward and use them as a TPMM for  investment management, you’re encouraged to connect with Loring Ward to receive a copy of the workflows in your Redtail database.

We look forward to getting feedback from advisors that are using these workflows to help them run their practice more efficiently, effectively, and profitably! If, after implementation, you have feedback