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RIA Operators
1k members • Free
16 contributions to RIA Operators
17d •
Changing from Redtail to HubSpot CRM
Has anyone successfully navigated the change in moving from Redtail over to HubSpot as their CRM solution? This is something we are exploring and I want to know if anyone has experience in doing this before. Thank you for anything you can share.
2 likes • 16d
It’s ok. Redtail has fallen behind. They can’t keep up with whatever are trying to do from a marketing as well as client service perspective. Their functionality is limiting. I never thought I’d say that. We liked them for so long.
2 likes • 15d
Redtail cashed out. Orion doesn’t have a soul.
Nov '24 •
Seeking Recommendations for Financial Advisor and Paraplanner Recruiting Specialists
I am currently looking to connect with professionals or recruiting firms that specialize in hiring financial advisors, paraplanners, and staff for financial planning offices. We are seeking candidates to fill both local positions in our area as well as some remote opportunities. If anyone has recommendations for recruiting firms or individuals with expertise in this area, I would greatly appreciate your insights. Specifically, I am looking for referrals to companies, contact names, and phone numbers that could help facilitate these placements. Thank you Best regards, Brian Quaranta
0 likes • Nov '24
We have worked with Amy Kizer and Talent Link as well. They are awesome and great to work with. You can’t go wrong.
0 likes • 19d
Joe would you mind emailing me that list? Thanks.
21d •
Client Transition Process
Hey there everyone, does anyone have a documented process on transitioning clients from one advisor to another? Looking to incorporate the new advisor during the client's annual review meeting over the next 3 years (advisor is retiring so we're not necessarily rushing anything). However if there is a smoother, quicker way to do so - open to learning! Thank you in advance.
1 like • 19d
We have an activity template with the assigned steps of what needs to be done mechanically to switch Advisors. Changing rep codes in Orion, changing the Servicing Advisor and Redtail, etc., etc. We are in the process of building this out. it’s not done, but I’m happy to be a thought partner with you.
Feb '23 •
What CRMs do Advisors use? And what are the alternatives to Redtail/Wealthbox?
A lot of advisors are frustrated with Redtail, if you've seen some of the posts in the Google forum recently - many are considering leaving - but what are the options? First, I want to review 3 AdvisorTech surveys and the market leaders in each (I'll list the top five here and then include the full results attached). Kitces 2021 CRM Survey (Attached): - Redtail - 32.9% - Wealthbox - 22.7% - Salesforce - 13.3% - Other - 8.9% - Junxure - 6.1% T3/Inside Information 2022 CRM Survey (Attached): - Redtail - 58.84% - Wealthbox - 9.05% - Tamarac CRM - 4.98% - Salesforce Financial Services Cloud - 4.63% - Advyzon - 4.25% RIA in a Box 2022 CRM Survey (Top 3): - Redtail - 45% - Wealthbox - 16% - Salesforce - 11% Pretty much across all three surveys, Redtail is the market leader, Wealthbox is in 2nd, and Salesforce or some combination of Salesforce and related Overlays are 3rd. Where do you stand?
Poll
42 members have voted
1 like • Nov 2
A company called hype local is recommending HubSpot because it allows us to do the automations We are trying to do along with the marketing and inbound lead flow we are working hard to create. We contacted Red Tail almost 10 days ago, trying to get our API to use it to create automations using Zapier. Redtail has yet to deliver the API which is shocking. Their customer service has gone down the drain. It’s really a sad result coming from The Orion purchase. The Redtail we used to love is gone and I’m having a hard time coming to grips with that.
1 like • 19d
Taking a long hard look at Hubspot
Sep 7 •
Wealthbox vs Redtail
For anyone who left Redtail to move to Wealthbox, was there anything that you miss about Redtail? Is any functionality missing at Wealthbox? What has been the downside, if any, about moving to Wealthbox? Does Wealthbox have the ability to use workflows and tasks as well as Redtail? Thank you.
0 likes • Sep 10
@Robin Hoback Thank you for letting me know! How big is is your team? I hear Wealthbox (and Redtail) are better for smaller teams. I am trying to figure out if WB can be appropriate for our firm as we add multiple teams of 3 people to the firm.
0 likes • Sep 11
Great feedback! Thank you. I will look into Hubly for workflow. We use Redtail workflows extensively thanks to Kate at Simplicity! I hesitate to lose that functionality and from what I saw, the Wealthbox workflows were a little clunky.
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@brad-lineberger-1346
As President and Founder of Seaside Wealth Management, Brad Lineberger is proud to run a unique and comprehensive wealth management firm.
Active 13d ago
Joined May 4, 2024
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