Financial advisers Early access
Firm newsletter writer
Writes your monthly firm newsletter: team news, client events and office dates, with no market views.
Common
For financial advisers
RMD reminder rep
Reminds every client with this year's RMD still open, from your firm's email, and logs it 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.
- Redtail
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday, October to December
- 1Find clients in Redtail with this year's RMD still openRedtail
- 2Skip anyone with a distribution already set upRedtail
- 3Fill your reminder with the Dec 31 deadline
- 4Ask you first before sending the remindersHe asks you first
- 5Send them from your firm's OutlookOutlook
- 6Log each one in Redtail and text you who repliedRedtail
- What you getEvery client with an RMD still open reminded before year end, from your firm's email, and 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
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.
Financial advisers Early access
Service request logger
Logs client requests from your inbox as Wealthbox tasks for your team and tells each client it is in hand.