As a financial advisor, do you desire to transform how you scale your business through technology and outsourced solutions? Where can you get a CRM that offers you the necessary tools to assist you in your efforts?

For over a decade, Rick Williamson has been in all things CRM related. He has discovered that financial advisors struggle with managing their client base and scaling their business because they lack the necessary tools for their work. Rick recommends CRM that integrates widely and deeply with other popular tools in the financial services industry.

In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology, to discuss CRM that best serves financial advisors. Rick talks about Redtail and how it helps people, tips for creating and delivering great customer experience, how Redtail and Orion’s merger improves their clients' lives, and its customer success stories.

00:00 - 01:00 Introduction
03:11 - 03:36 Redtail is a digital memory tool
03:36 - 04:30 How to increase the value of a client
05:57 - 06:50 Becoming more efficient with our time
07:23 - 08:20 How Walt Disney inspired making client's lives easier
10:02 - 10:59 Redtail's holistic view of product training
11:50 - 12:23 Be fun and funny to build brand loyalty
12:57 - 13:52 How Redtail got started and got it's name
14:24 - 15:24 The culture at Redtail fuels their customer experience
17:29 - 18:18 Use your personality to deliver a better experience
19:11 - 19:55 Deeper client experience comes from connecting to people
24:33 - 25:19 How Redtail can offer better tech with Orion
28:05 - 29:02 How Redtail builds raving fans

Full Episode: [ Ссылка ]

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