Enabling your advisor website to send leads to your RedTail CRM, streamlining the lead generation process of your web marketing strategy.

1. Advisor Websites Integration
Enabling your website to send leads to your RedTail CRM

8. We works with over 75 Firms, including

9. We fight for websites
with measurable results
Marbles hates ugly websites… beware

10. 97% Client Happiness
NPS 70
NPS 72

11. Scary stuff!
Only 5% of all websites
reviewed had a clear calls
to action

12. 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 -

14. 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

15. Integration Demo
Millennium Financial Group

22. From
$65/month
and
$199 initial setup fee*
* Advanced customization and custom design fees are extra. Start from $599

23. 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

24. Thank You
Talk to me and see how we can help!!!