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Advisor Onboarding

Redtail Integration

Before you begin, please review these helpful step-by-step instructions with images. You can keep this tab open because you’ll need to return to it to paste in information from your Redtail CRM. 

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Begin Entering Your Form Information

ClientSource

ARTICLES, MEDIA, & MORE
05-2022 FI 01-8 Tips for a Smooth Adjustment to Retirement
Tip #1
mothersday2
smile2 May 31
Article 1 05-2022 - Graduation Now What FI 1
Article 2 05-2022 - Set Financial Goals this Summer FI 1
Tip #3
05-2022 FI 01-Strategies for Building Wealth in Your 50s
Article2 06-2022 -Planning for Your Short-Term and Long-Term Money Goals FI 1

For a low monthly price you could have high-quality, consistent, and compliant – blog articles, newsletters and social media posts.

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