GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
Embedding a Scheduling or Routing form into your website is easy. For General instructions on how to embed Scheduling pages into your website see our general documentation. If you are a Squarespace user here are basic instructions: First edit a Squarespace page and add a “Block”: Next select the CODE block Edit the Block Then […]
WealthManagement.com published the results of a shocking survey conducted by YCharts in February 2024. The survey indicated more than half of advisory clients either left their financial advisor or considered leaving their advisor in 2023. In fact, they were so shocked by the results that they conducted the survey a second time and confirmed the […]
When an advisor leaves your firm, you have to act quickly if you want to retain clients. According to Bryce Sanders in his article, 7 Steps to Keeping a Client Whose Advisor Has Left the Firm, Think Advisor, Oct. 18, 2021, Step #2 is: Contact Them Immediately While you can reach out to clients many […]
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
In the client management world, effective communication is the cornerstone of success. Enter GReminders, the trusted ally for appointment scheduling and reminders. But hold on—there’s a twist! GReminders has just released a VERY big update to one of its features and it’s all about how to streamline client communications. If you’re an existing user, you may have utilized […]
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
Webflow is an excellent tool for building Web Pages, acts as a CMS (Content Management System) and provides a very nice WYSIWYG interface for designing corporate sites, ecommerce sites, etc… The GReminders Booking widget can be easily embedded into a Webflow page. For example to Schedule a Demo, or Book a Support Call, or Meeting […]
