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I will audit, fix and optimize your redtail CRM for wealth management firms
Redtail CRM Expert for Wealth Managers
Hello,
I'm Anthony, I help financial advisors, RIAs and wealth management firms turn Redtail CRM into a powerful growth engine not just another database.
With a deep understanding of how wealth manag...
About this Gig
REDTAIL CRM | WEALTH MANAGEMENT FIRMS
If your Redtail CRM is messy, slow or inconsistent, its quietly costing you clients and time.
Most wealth management firms dont have a CRM problemthey have a structure problem.
Thats where I come in.
I specialize in auditing, fixing and optimizing Redtail CRM systems for financial advisors who are tired of:
- Disorganized pipelines
- Missed follow-ups
- Duplicate or messy data
- Inefficient workflows
- Lack of visibility into their client lifecycle
WHAT I OFFER
- Full CRM audit
- Pipeline restructuring (aligned with real advisory workflows)
- Workflow fixes & automation improvements
- Contact cleanup (duplicates, tagging, organization)
- Task & activity system optimization
- Lead source & reporting correction
RESULTS
- A clean, easy-to-use CRM
- Better team efficiency
- Zero missed follow-ups
- Clear client journey tracking
- More confidence in your data
I don't guess, I diagnose and fix.
You get a CRM that actually reflects how a professional wealth management firm should operate.
Send me a message before ordering to get a tailored CRM solution for your business.
Thanks,
Anthony.
Software:
Redtail
Industry:
Financial services
•
Real estate
•
Other
FAQ
What’s included in the CRM audit?
A full review of your pipelines, workflows, data structure and usage with clear recommendations.
Can you fix problems instead of just pointing them out?
Yes, the Standard and Premium packages focus on fixing and optimizing everything.
My CRM is very messy, can it still be fixed?
Absolutely. That’s exactly what this gig is designed for.
Will I lose my data during cleanup?
No, I carefully clean and organize your data without losing important information.
Can you remove duplicates and organize contacts?
Yes, I handle data cleanup and proper structuring.
Do you improve workflows and automations?
Yes, I fix broken workflows and improve efficiency.
How long does the process take?
Basic: 2–3 days Standard: 4–5 days Premium: 5–7 days
Can you rebuild my CRM from scratch if needed?
Yes, especially in the Premium package.
Do you provide guidance after optimization?
Yes, I include a walkthrough so you understand everything.
Is this suitable for teams?
Yes, I optimize systems for both solo advisors and multi-user firms.
