Upgrading Your RIA Operating System for 2023
Here’s a look at the importance of your operating system and what you can do to shore up your systems and meet those growth goals for 2023.
Redtail Notification Preferences
Limiting the number of notifications your team receives is important.
Bento Engine
Bento Engine tracks the ages of the contacts in your CRM and creates activities when your clients/prospects reach certain ages. Within that task it provides content to reference and use in your client/prospect communication.
Style Guides
For a CRM database to be organized, there needs to be a consistent naming convention for the contacts in the system.
Simplicity Ops Wealthbox Style Guide Template
This template includes our recommendations for Category, Source, Roles, Tags, Contact Custom Fields, Event and Category Types and Opportunity Stages.
Sending Emails within Redtail Instructions
These are step by step instructions on how to send emails within Redtail. It’s a nice time saver, and we recommend adding it to your process.
Adding Multiple Activities from a Note Instructions
These are step by step instructions on how to add multiple activities to one note within Redtail.
Workflow Recommendations
This is a list of our recommended workflows. A workflow is a standard operating procedure with steps and tasks to help you execute a specific, repeatable responsibility.
Activity Priority Legend
This legend can be used to prioritize tasks you assign yourself or your team members.
Activity Templates
Use this template to begin adding activity templates to your database so the next time you assign a task, the template will already be created.
How RIAs Can Leverage Technology to Remain Competitive
When choosing a financial professional to work with, investors have a choice to make: work with a small boutique firm or go with a large institution.
Simplicity Ops Redtail Style Guide Template
This template includes our recommendations for Status, Category, Source, Roles, Keywords, Contact and Account UDFs, Note/Activity Types and Categories, and Opportunity Stages.
Redtail Client Review Profile Form
This template can be used to prepare for client meetings using the data saved in a client’s record in Redtail.
The Power of Workflows and Systems
Watch the experience you offer clients go to the next level by understanding the power behind your workflows and systems.
