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Jeff
@jrusin
Helping advisors succeed!
United States
English, Spanish
About me
With a profound understanding of the technology and operations landscape specific to financial advisor and wealth management firms, I bring extensive expertise in platforms such as Redtail, Wealthbox, FMG Suite, and email marketing. From optimizing Redtail CRM setups, migrating and managing data, and streamlining workflows, to leveraging Wealthbox CRM for efficient operations and collaboration within your firm, and utilizing FMG Suite for impactful digital marketing strategies, including website development and automated campaigns, I possess a comprehensive skill set.
Skills
Jeff
Offline •
Average response time: 1 hour
See my services
CRM Management
I will optimize your wealthbox CRM
Campaign Management
I will manage your snappy kraken campaigns
9 Reviews
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Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
1-5 out of 9 Reviews
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alr312
United States
Very pleased with this project that Jeff did for us. Our Wealthbox integration with Calendly using Zapier is so finicky - I wasted a ton of time trying to do this myself. Jeff understood the issues and solved it for us at a very reasonable price. Very pleased. Would recommend for sure. Thank you!
Helpful?
tenisman584
United States
Jeff’s tech skills were quite impressive. He fixed a major deficiency integrating Calendly and Wealthbox. His patience and expertise made the whole experience a great one. I highly recommend Jeff to work on your technology needs! Looking forward to more collaboration in the near future.
Helpful?
tjells
United States
Jeffrey's advice was timely and useful for my situation. He has probably saved me a lot of time and money by steering me away from a large potential mistake.
$50-$100
Price
2 days
Duration
Helpful?
mxlouis
United States
Jeff is an extremely cooperative and intelligent individual and thoroughly understands how financial advisers and wealth box, and Keep can work together
Helpful?
ryancahill435
United States
Great work. Thanks Jeff!
$50-$100
Price
7 days
Duration
Helpful?
