Activity
Mon
Wed
Fri
Sun
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
Memberships
AdvisorTechBook
38 members • Free
RIA Operators
1k members • Free
Back Office Heroes Community
166 members • Free
The Advisor Growth Hub
131 members • Free
4 contributions to RIA Operators
23d •
Wealthbox and tracking client review meetings
Curious is anyone has a best practice for tracking client annual reviews. Here's what I'm doing: I have Tags for "Client Review: 1st half of year" and "Client Review 2nd half of year". I use these tagged groups in conjunction with an email template for reaching out to schedule their reviews. Also, when I set up a review I use the client category "Client Review" in the calendar--as a WB "Event". What I'd like to do from here, is periodically run a report that shows all of those tagged and who has the "Client Review" (WB 'event') set up, to see who I have and have not met with in that half of the year. I'd like to use this report to quickly find out who I need to track down and reach out to (since they haven't set up a 'client review' (event) with me yet). I can't seem to get the reports to do this for me. Thanks in advance!
2 likes • 23d
I would recommend looking into GReminders, using those tag groups they will be able to automate the scheduling process for you. Instead of having to check into the report constantly, and reach out to clients it will all be handled for you.
Jul 25 •
Zeplyn AI vs. Jump AI - Redtail
Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.
0 likes • Jul 25
GReminders AI has a great integration with Redtail. It also provides automated scheduling, reminders, kicks off Redtail workflows and an AI meeting assistant. Can always try out any of the notetakers side by side but GReminders ability to handle more than notetaking is second to none.
Jun 4 •
RSVP Technology
For anyone who uses Wealthbox as your CRM, what type of technology do you use for RSVPs for an event that integrates well with Wealthbox? We currently use FMG and their RSVP process does not work well with Wealthbox so we are curious as to what others are using.
1 like • Jun 4
GReminders is the best solution with Wealthbox. Send confirmation emails/texts to all registered attendees.
1 like • Jun 13
@Lauren Linn GReminders can create large group events such as webinars. Then the people registered for the event can get a reminder for the event. The reminder can be sent as texts or emails, when they are sent is up to you (ex. one week, one day, two hours before event.) The reminder messages are customizable so they can say anything you’d like! What kind of template would you like to see? Can DM me as well.
Nov '24 •
Client scheduling software
We are kicking around a client scheduling software. Who do you use and does it integrate easily with RedTail/Wealthbox? Who should we steer clear of?
2 likes • Jan 16
@Nick Scott yes, GReminders allows customization of meeting types, meeting length and can send one off links to a specific client for a certain length and/or time.
1-4 of 4
Active 1d ago
Joined Jan 2, 2025
Powered by