Getting started with Redtail CRM
One of the most common questions we get is “Where should my new hire begin in Redtail?” This is a guide to help your new employee get started.
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Getting started with Wealthbox CRM
One of the most common questions we get is “Where should my new hire begin in Wealthbox?” This is a guide to help your new employee get started.
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Operational Hub - Overview (Redtail)
Redtail CRM - Want an overview of some of the concepts we teach in RIA OS?
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Tech We Love
The technology you use can enhance your CRM experience. We've compiled some of our favorite tech with modules on how to implement them within your CRM
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Monthly Value Call Recordings
1st Friday of each month, members from this group gather together via zoom to discuss RIA ops, current challenges, and share advice with one another.
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Webinar Recordings
Missed a webinar? We've got you! Watch a replay of our past webinars here.
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Free Resources! (with our 5 Step Process)
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