Action Plans Reduce Repetitive Onboarding and Prospecting Tasks

Increase Agility and Reduce Repetitive Tasks in Prospecting and Onboarding New, Digital Savvy Clients One of the biggest time wasters in wealth management is organizing, tracking and performing repetitive tasks. In an industry that’s poised for significant change, increasing agility and automating repetitive tasks is critical in redirecting your energy and effort to evolving client

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Coach Simple Integrates with Zoom to Link Meetings and Cloud Recordings to Coaching Dashboards

Link your Zoom meetings and cloud recordings on your client’s coaching dashboards with the Coach Simple / Zoom integration The Coach Simple Enterprise and Coach Simple User apps are available on the Zoom App Marketplace. It’s never been easier to schedule, meet and link cloud recordings to your client’s Coaching Dashboards in Coach Simple. With

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Redtail CRM Integrates with Coach Simple

Coach Simple Integrates with Redtail CRM to launch Coach Simple Finance

Coach Simple integrates with Redtail CRM to help wealth advisors and financial planners work smarter, plan better and close more deals. Coach Simple empowers financial professionals with: Detailed Sales Pipeline and Follow-up Task Management Project Tracking for Onboarding New Clients and Managing Existing Client Work Engagement and Accountability Tools to Keep Staff and Associates Accountable

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