Are you fully leveraging the tools you’re paying for? Most advisors only use a small fraction of their tech stack. Join our experts, who know every nook and cranny of PreciseFP and Redtail, as they uncover untapped ways to grow your wallet share and client base.
Learn how to:
- Segment clients in Redtail. (advanced search)
- Send targeted emails for upselling and cross-selling. (broadcast emails)
- Turn your clean data into actionable growth strategies. (web publishing)
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Aubrey Jones
External Product Training Consultant, Redtail
