Looking for a CRM Data Audit Specialist Our firm recently moved from Wealthbox to Redtail based on a recommendation from a third-party consultant. The reason for the switch was that we were advised Wealthbox would not be able to handle the thousands of leads we bring into our database each month. However, during and after the transition, we have encountered significant issues: • Duplicate contacts: Redtail created a large number of duplicate records. • Missing notes: Key client notes from Wealthbox, some spanning 10 years, didn’t transfer and are missing from Redtail. • Tagging errors: Marketing campaigns are disrupted due to incorrect or missing tags on contact records. • High CRM Costs: We are currently maintaining both Wealthbox and Redtail because we don’t trust that Redtail has all of our data. We continue to find more duplicates, missing data, and missing tags daily. This is costing us over $24,000 a year to maintain both databases. Does anyone know of a specialist who can audit our data, ensure everything matches between systems, and fix these issues? Any contacts or recommendations would be greatly appreciated!

Anyone recommend tax planning software for financial advisors

I’m currently looking to set up an automated text messaging campaign to follow up with leads generated from Facebook leads and commercial leads tied to our radio and TV shows. The goal is to have the campaign trigger once a lead engages by downloading or requesting our lead magnet. The text messaging campaign would: 1. Thank the lead for engaging with our content. 2. Ask a series of follow-up questions. 3. Offer an appointment based on their responses. 4. Send a scheduling link to the appropriate advisor at my office, determined by the asset size of the individual. I’m currently using Redtail CRM, ActiveCampaign, and Levitate, but I’m not sure if I need to integrate additional tools like Twilio or WooSender to make this work. Does anyone have recommendations for someone who can help me set up this campaign or suggestions on the best tech stack for this process?

Does anybody know if there is any specific AI technology out there other than ChatGPT that would help write a radio show and TV show script. Thanks for your help

I was reaching out to see if anybody knew of any resources of any companies that can help with hiring great talent for the financial industry. Our office is currently looking for a Chief Marketing Officer, 2 Service Advisors and a Director of Operations. We continue to try to hire here using the basic hiring websites but we’re looking for A+ talent and we don’t seem to be having any luck finding that level of talent through companies like indeed, I have realized that we need help from professionals that specialize in hiring for the financial industry. Any help would be appreciated for contact resources or interest in the positions. Thanks in advance for any help Brian Quaranta