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According to Dimensional Fund Advisor’s annual Benchmarking study, financial advisors continue to struggle with systemizing workflows. Loring Ward’s Redtail CRM-optimized workflows were created to enhance “key moments” of client-advisor interactions, ultimately helping you and your team increase productivity.

In this webinar for financial advisors on Wednesday, June 20, you will learn:

  • Key moments that can impact your clients’ perceptions of your service offering
  • How workflows customized around Design, Build, Protect* may help you deliver a better wealth management experience for your clients
  • Best practices on how to introduce systematized workflows to your office

To register for the Systematizing the Wealth Experience with Redtail CRM webinar on Wednesday, June 20, at 11 a.m. PT, please call 800-366-7266, Option 6.

*Design, Build, Protect is a simple yet integrated client-advisory process created to help advisors deliver a better wealth experience.

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