I'm new to the RIA world and Redtail. Any pointers on best steps to follow to go from basic to complex is greatly appreciated. We use Redtail. We are a small RIA looking to grow rapidly and provide top notch client service/experience. Thank you! Marjorie

I listened to the Wealthbox Value call today and it was informative. We're looking at Wealthbox as a potential CRM, coming from RedTail. I wanted to clarify a question on emails. If an email is deleted in Outlook, it would also be deleted in the email tab of Wealthbox and so you would not have a record of the email in the CRM. It should be archived instead. Do I understand this correctly? I think the mindset shift of archiving rather than deleting is a big one and hopefully Outlook can automatically Archive rather than delete.

We are trying to find a scheduling solution (ex. Calendly, Zoom Scheduler) that will make it easy for us to offer times to clients/prospects that work for multiple team members. Anyone have a tool they like for this?