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Getting started with Redtail CRM
One of the most common questions we get is βWhere should my new hire begin in Redtail?β 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 βWhere should my new hire begin in Wealthbox?β This is a guide to help your new employee get started.
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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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