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Anthony Y
@anthony_yeager
Redtail CRM Expert for Wealth Managers
Italy
English
About me
Hello,
I'm Anthony, I help financial advisors, RIAs and wealth management firms turn Redtail CRM into a powerful growth engine not just another database.
With a deep understanding of how wealth management firms operate, I specialize in building structured, automated and scalable CRM systems that improve client experience, streamline operations and drive revenue.
Whether you're just getting started or your current setup feels like organized chaos, I bring clarity, precision and results.
Send a DM now to get started.
Skills
Anthony Y
Offline •
Average response time: 1 hour
See my services
CRM Management
I will setup and automate redtail CRM for wealth management and financial advisors
CRM Management
I will automate workflows and client lifecycle in redtail CRM for financial advisors
