Financial advisers Early access
Call notes writer
Turns each client meeting into a Wealthbox note with tasks, and drafts the follow-up email for your OK.
Common
For financial advisers
Account paperwork chaser
Chases new account forms waiting in DocuSign until every signature is in, and logs each step in Redtail.
Early access. James writes to clients only once his messages are kept in your firm's archive, the way the SEC and FINRA require, and he never gives investment advice. Book a call and we will tell you where it stands.
- DocuSign
- Outlook
- Redtail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Find new account forms still waiting on a clientDocuSign
- 2Note who has not signed and how long it has waitedDocuSign
- 3Draft a short reminder for each client
- 4Ask you first before the reminders go outHe asks you first
- 5Resend the envelope and a note from your firm's OutlookOutlook
- 6Log each reminder on the household in RedtailRedtail
- 7Text you which forms came back signed
- What you getEvery unsigned new account form followed up, with each reminder logged in Redtail.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for financial advisers
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RMD reminder rep
Reminds every client with this year's RMD still open, from your firm's email, and logs it in Redtail.
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Firm newsletter writer
Writes your monthly firm newsletter: team news, client events and office dates, with no market views.
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Prospect follow-up rep
Follows up with prospects after a first meeting and offers a second one, until they book or say no.