Hi All, I was wondering if you have any best practice ideas around a challenge we face. Our advisors typically generate a list of tasks after meetings which will then be sent via email to our Client Support Team to start the workflows in WealthBox. Our challenge is that sometimes tasks are generated from email conversations and the handover between the adviser and the client support person is not always clear, resulting in workflows not getting started. Any ideas how to handle this better? Would it be better for the advisors to start the workflows and then have the first step assigned to client support or rather a template note in WealthBox with the client notes? Is there a way to close the loop to make sure that advisers can confirm everything has been done or is this where WealthBox Reports work best? Looking for some ideas to tackle this challenge. Thank you in advance

Anyone have task lists by position, like CSA, paraplanner, Advisor, etc? I'm building one out by position, role within position, EOS category (Leadership, Marketing, Sales, Operations, Finance), etc. Thought it would be helpful to hear what others have done.

Anyone recommend tax planning software for financial advisors

Curious how others use RedTail to track their last conversation with a client. Thank you, Brenda