Hello crew! Quick question - we are launching traditional outsourced admin and paraplanning for firms that just aren't quite ready yet to go full AI with us. We are only charging $35/hr for admin and $50/hr for paraplanning. Have we set our pricing too low? Would appreciate insight. Alex

Hi everyone, if you could waive some magic and have your days run extremely smooth, what position would do this for you? What would be great character traits and skill sets? Thank you. I appreciate all of your feedback.

If anyone is interested in having their CRM cleaned up and organized before the end of the year, schedule a time to meet with @Kate Guillen in September ➡ Click Here to Book a Call

Here are some of the pros and cons of moving to Wealthbox: 💰 Pricing (Annual rates): Redtail Basic: $39/user/mo Wealthbox Basic: $45/user/mo ➡️ But most firms will need: Redtail Growth: $59/user/mo Wealthbox Pro: $59/user/mo For comparison, Salesforce Financial Services Cloud is between $225-450/user/mo. So yes, Redtail has gotten significantly more expensive - in our case, about 3x, but is now actually the same price as Wealthbox per user. 📈 Some Pros of Wealthbox: - Direct integration with Outlook/Google email & calendar - Can create tasks directly from emails - More modern UI - to some its easier, to others not so much - Multiple opportunity pipelines (and Kanban :) - Workflow task due dates based on previous task completion - No Frank the Unicorn 📉 Some Cons of Wealthbox: - no (native) Automations - no sequential workflows with the ability of multiple tasks (within steps) open at the same time - limited contact search capabilities and fewer bulk actions - less functional event planning tool (Projects vs. Seminars) We'd love to hear from you! Are you a Redtail user considering Wealthbox? What features are important to you?

We are considering migrating from Orion to Advyzon for our portfolio management and billing. Has anyone else made this switch? Feedback on Advyzon compared to Orion?