Financial advisers Early access
Account paperwork chaser
Chases new account forms waiting in DocuSign until every signature is in, and logs each step in Redtail.
Epic
For financial advisers
Annual review coordinator
Books each household's annual review, then builds a prep pack from Wealthbox the day before.
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.
- Wealthbox
- Calendly
- Outlook
- Zoom
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 Monday at 8:00
- 1Find households due for their annual reviewWealthbox
- 2Draft an invite with your Calendly linkCalendly
- 3Ask you first before the invites go outHe asks you first
- 4Send them from your firm's Outlook and log themOutlook
- 5Add a Zoom link for clients who meet onlineZoom
- 6Build a prep pack: notes, tasks, life events, forms owedWealthbox
- 7Text you the week's reviews and who has not booked
- What you getEvery household's annual review on the calendar, and a prep pack from Wealthbox ready the day before.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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