ABOUT THIS EPISODE
Advisory firms often use their CRM as a “digital Rolodex.” But what if your CRM could become the operational command center of your entire business?In this episode of Advisor Ally, host Vineet Mohan sits down with CRM strategist Stephanie Dannebaum, founder of Stephanie Dannebaum Consulting, to explore how financial advisors can streamline their tech stack, optimize workflows, and turn CRMs like Wealthbox CRM and Redtail CRM into powerful engines for growth.Stephanie shares her journey from financial advisor to CRM consultant, revealing how clean data, lean tech stacks, and standardized processes help firms scale efficiently. She explains how to conduct a CRM diagnostic, identify underutilized features, and implement workflows that drive accountability, automation, and client satisfaction.
