Financial advisers Early access
RMD reminder rep
Reminds every client with this year's RMD still open, from your firm's email, and logs it in Redtail.
Rare
For financial advisers
Call notes writer
Turns each client meeting into a Wealthbox note with tasks, and drafts the follow-up email for your OK.
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.
- Zoom
- Wealthbox
- Outlook
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.
- StartsWhen a client meeting ends in Zoom
- 1Read the meeting transcript in ZoomZoom
- 2Write a short note: who joined, topics, to-dos
- 3Make a Wealthbox task for each to-do, with an ownerWealthbox
- 4Draft a follow-up with their to-dos and next date
- 5Ask you first before saving the note and sending itHe asks you first
- 6Save the note and send the email from your OutlookOutlook
- 7Text you what needs you this week
- What you getA clean Wealthbox note and task list after every client meeting, and a follow-up that waits for your OK.
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
Financial advisers Early access
Firm newsletter writer
Writes your monthly firm newsletter: team news, client events and office dates, with no market views.
Financial advisers Early access
Prospect follow-up rep
Follows up with prospects after a first meeting and offers a second one, until they book or say no.
Financial advisers Early access
Client file chaser
Finds client files missing a signed form, an ID or an updated profile, and asks each client for it.