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Advisor Tech Partners
United States
Приєднався 21 кві 2022
Welcome to the Advisor Tech Partners UA-cam channel! 🚀 We empower RIAs and financial advisors by transforming operations through cutting-edge CRM solutions, service model automation, and custom workflows. Whether you're using Redtail, Wealthbox, or other tools, our tutorials and insights help you optimize processes, reduce human error, and elevate client service delivery.
Subscribe to discover practical strategies, step-by-step tutorials, and expert advice that will scale your firm to new heights. If you're ready to move past The RIA Disaster and streamline your operations, this is the channel for you.
🔔 Subscribe now and take the first step toward building a repeatable, scalable, and efficient advisory firm!
Subscribe to discover practical strategies, step-by-step tutorials, and expert advice that will scale your firm to new heights. If you're ready to move past The RIA Disaster and streamline your operations, this is the channel for you.
🔔 Subscribe now and take the first step toward building a repeatable, scalable, and efficient advisory firm!
How to Use Wealthbox's NEW Email Actions in Workflows
Wealthbox has launched a game-changing Email Actions feature that lets you send templated follow-up emails directly within your workflows.
In this video, Jeff from Advisor Tech Partners walks you through the step-by-step process of adding this new feature to your Wealthbox workflows. Learn how to save time, reduce human error, and ensure no client falls through the cracks by automating your follow-up emails.
This feature is perfect for streamlining client onboarding, ADV delivery, and other essential communications. Don't miss out on this powerful addition to Wealthbox CRM!
🔔 Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: youtube.com/@advisortechpartners?sub_confirmation=1
📆 Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: app.greminders.com/t/2c5bbdd2/joint-introductorymeeting
⚠️ Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: www.advisortechpartners.com/freeguide
Website: www.advisortechpartners.com/
Email Advisor Tech Partners: Team@AdvisorTechPartners.com
Connect with Jeff on LinkedIn: www.linkedin.com/in/jeffreyrusin/
Follow Advisor Tech Partners on LinkedIn: www.linkedin.com/company/advisor-tech-partners/
#Wealthbox #AdvisorTech #WorkflowAutomation #EmailActions #CRM #FinancialAdvisorTools
In this video, Jeff from Advisor Tech Partners walks you through the step-by-step process of adding this new feature to your Wealthbox workflows. Learn how to save time, reduce human error, and ensure no client falls through the cracks by automating your follow-up emails.
This feature is perfect for streamlining client onboarding, ADV delivery, and other essential communications. Don't miss out on this powerful addition to Wealthbox CRM!
🔔 Subscribe to Advisor Tech Partners for more insights on CRM management, workflows, and best practices for financial advisory firms: youtube.com/@advisortechpartners?sub_confirmation=1
📆 Need personalized help optimizing your CRM? Schedule an Intro Call with Advisor Tech Partners here: app.greminders.com/t/2c5bbdd2/joint-introductorymeeting
⚠️ Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: www.advisortechpartners.com/freeguide
Website: www.advisortechpartners.com/
Email Advisor Tech Partners: Team@AdvisorTechPartners.com
Connect with Jeff on LinkedIn: www.linkedin.com/in/jeffreyrusin/
Follow Advisor Tech Partners on LinkedIn: www.linkedin.com/company/advisor-tech-partners/
#Wealthbox #AdvisorTech #WorkflowAutomation #EmailActions #CRM #FinancialAdvisorTools
Переглядів: 14
Відео
How to Manage Opportunity Stages in Redtail CRM | STOP Letting Prospects Slip Away!
Переглядів 69 годин тому
Matthew from Advisor Tech Partners dives deep into managing Opportunity Stages in Redtail CRM to help financial advisory firms track exactly where their prospects are in the sales process. If you want to ensure that no prospect falls through the cracks and you’re maximizing the potential of every lead, this tutorial is for you. You'll learn how to: 👉Set up Opportunity Stages in Redtail CRM, suc...
How to Create & Use Note Templates in Wealthbox CRM
Переглядів 2114 годин тому
👉 In this video, Matthew from Advisor Tech Partners takes a deep dive into the powerful features of Wealthbox CRM Note Templates and how financial advisors can use them to stay organized and improve their client management process. He covers everything you need to know to get started and master these tools. You’ll learn why Note Templates are crucial for maintaining consistency when recording c...
Wealthbox AI Reporting | The Revolutionary Game Changer RIAs Need
Переглядів 3321 годину тому
In this video, Jeff from Advisor Tech Partners breaks down the revolutionary new AI Reporting feature in Wealthbox CRM. Learn how AI Reporting can help financial advisors answer critical questions like, “How many annual reviews did we complete last quarter?” or “Which clients are of Social Security age?” But remember, clean data in means clean data out! Jeff explains why accurate data entry is ...
Redtail CRM Note Templates Made Easy: Create, Track, and Report!
Переглядів 14День тому
In this video, Matthew from Advisor Tech Partners explains how to maximize your RIA’s efficiency using note templates in Redtail CRM. Discover why note templates are essential for tracking advisor performance, how to create customized note templates, and how to run detailed note reports to improve your practice management. We walk you through: 📋 Why your RIA should use note templates in Redtail...
How to Use Wealthbox Event Categories for Accurate RIA Reporting
Переглядів 35День тому
Matthew from Advisor Tech Partners walks you through how to create and use event categories effectively in @wealthbox CRM. Learn how to track annual reviews, specialized planning meetings, discovery sessions, and more, so you can generate insightful reports and ensure your RIA is operating at peak efficiency. By categorizing your meetings, you'll gain clarity on firm operations and optimize you...
How to Automatically Sync New Wealthbox CRM Contacts to Mailchimp with Zapier
Переглядів 1914 днів тому
Discover how to automate your contact management with this step-by-step tutorial by Jeff from Advisor Tech Partners! Learn how to create a Zap in Zapier that seamlessly syncs contacts from Wealthbox to Mailchimp, ensuring no leads slip through the cracks. Ideal for RIAs looking to scale their practice, this automation saves time, reduces errors, and ensures your email marketing efforts are alwa...
Mastering Activity Categories in Redtail CRM | The Key to Accurate Reports & Performance Tracking
Переглядів 2214 днів тому
Learn how to optimize your @RedtailTech CRM with activity categories! In this video, Matthew from Advisor Tech Partners explains the importance of activity categories for RIAs, how to create them, and their role in generating crucial reports. Discover how categorizing meetings like annual reviews, tax planning, and specialized planning can transform your firm's reporting and data analysis. Plus...
How to Automate Your RIA's Scheduling With GReminders Bulk Sends | SAVES CSAs 100+ HOURS PER YEAR!
Переглядів 3814 днів тому
Tired of wasting hours manually scheduling client reviews? In this comprehensive guide, Matthew from Advisor Tech Partners reveals how financial advisors and RIAs can leverage Greminders' bulk sends feature to completely automate the scheduling process. Discover how this powerful tool eliminates repetitive tasks, ensures clients never miss an appointment, and provides a seamless experience for ...
How to Automatically Sync Contacts from Redtail CRM to Mailchimp with Zapier
Переглядів 3021 день тому
Manually adding contacts to your Mailchimp email list? There’s a better way! In this tutorial, Jeff from Advisor Tech Partners walks you through the process of using Zapier to automatically sync new contacts from Redtail CRM to Mailchimp. This step-by-step guide shows you how to set up an automation that ensures every contact added to Redtail is seamlessly transferred to your Mailchimp audience...
How to Seamlessly Transfer Contacts from Redtail to Wealthbox CRM | Redtail to Wealthbox Transition
Переглядів 3421 день тому
Are you ready to transfer your contacts from Redtail CRM to Wealthbox CRM effortlessly? 🚀 In this comprehensive tutorial, we guide you through every step of the process, ensuring a seamless import of your valuable data. Learn how to: ✅ Export your Redtail CRM contacts, including custom fields ✅ Map custom data for a smooth transition ✅ Upload contacts into Wealthbox CRM with precision Whether y...
The NEW Wealthbox CRM Send-To Actions for Custom Workflows are AMAZING!
Переглядів 8121 день тому
Wealthbox CRM just made managing your workflows faster, smarter, and more efficient with the game-changing Send-To Actions feature. In this video, we’ll show you step-by-step how to use this powerful tool to transform your workflow management and save hours of manual effort. Here’s What You’ll Learn: 👉 Streamlined Workflow Steps: Automate emails, calls, and data updates directly from your CRM w...
How to Move Activity Templates in Redtail to Task Templates in Wealthbox | Redtail to Wealthbox
Переглядів 23Місяць тому
Making the switch from Redtail CRM to Wealthbox CRM? This step-by-step guide is specifically for RIAs looking to transfer activity templates in Redtail to task templates in Wealthbox seamlessly. Matthew from Advisor Tech Partners, with experience working with over 50 advisory firms, walks you through the entire process, ensuring you maintain efficiency and consistency during your CRM migration....
How to Connect GReminders to Zapier with Webhooks
Переглядів 51Місяць тому
Are you looking to integrate GReminders with Zapier but can't find a direct connection? In this tutorial, you'll learn how to set up the integration using webhooks, step by step. From enabling webhooks in GReminders to testing the connection in Zapier, this video simplifies the process for RIAs and anyone automating their workflows. 📘 Get our FREE guide on mastering client service workflows: ww...
How to Transfer Opportunities from Redtail to Wealthbox | Redtail to Wealthbox Transition
Переглядів 34Місяць тому
Switching from Redtail to Wealthbox? Matthew from Advisor Tech Partners will walk you through exactly how to transfer your opportunity pipelines step by step. He’ll also share tips to organize and improve your pipelines in Wealthbox so you can track leads better and make smarter decisions for your firm. Whether you’re upgrading your CRM or looking to streamline your processes, this video has ev...
How To Transfer Workflows From Redtail CRM To Wealthbox CRM | Redtail to Wealthbox Transition
Переглядів 65Місяць тому
How To Transfer Workflows From Redtail CRM To Wealthbox CRM | Redtail to Wealthbox Transition
How to Connect Redtail CRM to Zapier with Redtail CRM's Zapier Token | @RedtailTech @Zapier
Переглядів 49Місяць тому
How to Connect Redtail CRM to Zapier with Redtail CRM's Zapier Token | @RedtailTech @Zapier
How To Transfer UDFs from Redtail to Wealthbox CRM | Redtail to Wealthbox Transition
Переглядів 42Місяць тому
How To Transfer UDFs from Redtail to Wealthbox CRM | Redtail to Wealthbox Transition
How to Add, Delete, and Manage User Permissions in Redtail CRM | @RedtailTech
Переглядів 30Місяць тому
How to Add, Delete, and Manage User Permissions in Redtail CRM | @RedtailTech
How to Migrate Contacts, Statuses, and Sources | Redtail to Wealthbox Transition | @wealthbox
Переглядів 57Місяць тому
How to Migrate Contacts, Statuses, and Sources | Redtail to Wealthbox Transition | @wealthbox
How to Use Redtail CRM Automation Templates to Launch Workflows Automatically | @RedtailTech
Переглядів 46Місяць тому
How to Use Redtail CRM Automation Templates to Launch Workflows Automatically | @RedtailTech
How to Track and Organize Contacts in Wealthbox CRM Using Custom Fields | @wealthbox
Переглядів 75Місяць тому
How to Track and Organize Contacts in Wealthbox CRM Using Custom Fields | @wealthbox