29d ago (edited) in AdvisorTech
Roles and permissions in Redtail
What are best practices when you have two talented client service associates who both want to service all of the clients? How do you handle the assignment of roles in Red Tail? Should the CSAs be assigned to specific clients or should they both work on the entire book? Any feedback is appreciated.
1
2 comments
Roles and permissions in Redtail
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+13
2
+4
3
+4
4
+3
5
+3
powered by