The great wealth transfer is upon us! Depending on which source you use, some 30 trillion dollars of wealth is expected to shift between three generations. Planning for these changes can be difficult, unless you have the right strategy in place. Effective use of your client data within Redtail can help both you and your clients in preparation for the transfer.
Join us as we discuss how to use Redtail CRM to help prepare for the Wealth Transfer.
If you can't make this webinar, don't worry; it will be available for replay soon.