Webinar: Improving Client Business Relationships Through Redtail Technology and Advisor Websites

How to Write a Financial Advisor Biography

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The digital age forces everyone and every business to adapt to rapidly changing technologies and trends. The online aspect of any business evolves similarly, demanding that you assess the dynamic landscape accurately and take action. The same applies to Financial Advisors.  

For anyone operating in our heavily regulated industry, perhaps the 3 most important areas to tackle are compliance, online presence and customer relayionship management (CRM).    

On  September 14th, 11:00 AM PST, our very own Lester Tiro and Christopher Gonzalez from Redtail Technology will join forces to bring you the definitive webinar experience, addressing 2 of the aforementioned areas: online presence and CRM.  

Make sure you tune in to find out:

  • The best and most efficient ways attract and manage leads 
  • Why your online presence is key to your success
  • How managing your relationships through a powerful software can help you take your business to the next level.
  • and many more...



Author: Marketing

Topics: CRM, financial advisor website, Financial Websites, Free webinar, redtail crm, website performance

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.