We’re back in our Dallas headquarters, but not for long.
See Bill next week at NAPFA National 2011, then two weeks later at FPA NorCal. If you heard the great feedback about Bill’s session Cultivating Clients in a Connected World at last week’s FPA Retreat, you have a chance to see the session live at FPA NorCal!
Now on with the technology updates.
Redtail Technology, providers of the popular web-based CRM, just announced an integration with Mobile Assistant. This integration allows advisers to use a transcription service to automatically update client records in their Redtail CRM system.
Advisers should have no more excuses about not having time to update records after a client phone call or meeting. Just call up your Mobile Assistant account, dictate your notes, and find them in Redtail the next day.
For all the details on the integration, click here to read the release notes on Redtail’s blog.
