I will create redtail workflows with automations

Jeff

United States

I speak English, Spanish

10 orders completed

Helping advisors succeed!

With a profound understanding of the technology and operations landscape specific to financial advisor and wealth management firms, I bring extensive expertise in platforms such as Redtail, Wealthbox,...
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About this Gig

Message Me Before Selecting a Package


I will create workflows in your RedTail so you never have to worry about missing appointments or sending out timely emails again. Workflows are custom and can be built to your exact desires and goals.


Since I am a RedTail professional, I can make recommendations based on your needs during a free initial consultation.


To get the consultation, send me a message and I will send you a Zoom link and a time that works for both of us.


I look forward to serving you!


-Jeffrey Rusin

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create redtail workflows with automations
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create redtail workflows with automations

Software:

Other

Industry:

Business services & consulting

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Financial services

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