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Advisor Websites Integration
Enabling your website to send leads to your RedTail CRM
We works with over 75 Firms, including
We fight for websites
with measurable results
Marbles hates ugly websites… beware
97% Client Happiness

NPS 70

NPS 72
Scary stuff!
Only 5% of all websites
reviewed had a clear calls
to action
Lead Gen what?
“Lead generation is the generation of prospective
consumer interest or inquiry into products or
services of a business through the internet. Leads
can be generated for purposes such as list
building, e-newsletter list acquisition or for sales
leads”
- Wikipedia -
Use calls to action to convert
visitors into leads
Consumers choose their own
entrance to websites… CTAs must
be available on EVERY webpages
GUIDE PEOPLE THROUGH
YOUR MARKETING FUNNEL
Integration Demo
Millennium Financial Group
From

$65/month

and
$199 initial setup fee*

* Advanced customization and custom design fees are extra. Start from $599
Next steps…
Don’t have a website?

Have a website already?

 You and I need to talk!!

 Let’s have a quick chat over a
complimentary web assessment.

1-888-946-3188
Thank You
Talk to me and see how we can help!!!

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Lead Generation with Redtail CRM and Advisor Websites

Editor's Notes

  1. For those of you who don’t know, Redtail Technology is celebrating it’s 10th year in business. Those years wouldn’t be possible if it weren’t for a fiercely loyal fanbase and for folks like you. So, thank you for getting us to ten years, we plan to be around for much longer.
  2. This is a small sample of our clients. We work with over 75 Broker-Dealers, Custodians and RIAs all over the country.
  3. http://www.mifigroup.com