CRM: Redtail enhanced with eliminating 70% of inactive contacts and new segmentation
DOC MGMT: Net Documents and integrated with Redtail
DICTATION: CopyTalk and integrated with Redtail for rainmakers
PORT MGMT: RocketIt services enhanced
EMAIL: Redtail with Smarsh archive and integrated with Redtail
FINANCIAL PLANNING: Money Guide Pro and integrated with Redtail
EMAIL DRIP: Redtail Broadcast Email
FORMS: Laser App Group and integrated with Redtail
HARDWARE: phone headsets, dual monitors, desktop scanners
WEBSITE: moved from under construction to published
STAFF: attracted new planner candidates
OUTSOURCED: Outsourced Bookkeeper, Virtual Assistant, IT Provider
PROCESSES: Lead to Prospect, Prospect to Client, New Client On Boarding, Annual Client Servicing, Investment Reporting, Marketing
WITHIN THE YEAR:
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