Real Financial Professionals Blog

Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.

To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.

Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.

RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.

Redtail Now Integrated In AdvisorVault Client Portal

Redtail CRM, one of the most popular CRM systems financial advisors, was released recently on advisor websites that use the AdvisorVault Client Portal.

Integration of Redtail into advisor client portals increases an advisor’s efficiency enormously. It opens a new channel of communication from your CRM to your clients where none existed before.

Integrating data from Redtail into a financial advisor’s client portal automates time-consuming workflows necessary to deliver fantastic client service across an advisor’s entire client base.

The Redtail CRM interface enables advisors to assign tasks to clients. To assign a client a task, you simply check a box in Redtail that says, “Send to Advisor Products client portal.” That triggers an email notifying a client to check his client portal.

The client clicks on a link in the email notification and logs into his personal portal, where he sees the task you assigned. Each task can become a discussion thread.

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