This video shows how to set up the tool. Click your profile image to change your avatar and update your name, email, and phone. Share the client registration link and choose access levels (edit, read-only, or none). Use the Redtail Integration tab to sync notes. View clients and tasks in Client Insights. Manage team members in the Team tab. Company Insights shows data and metrics. Update billing in Membership. Edit company info and password from the dropdown menu.

This video covers best practices for getting started and adding a client. Go to the “Clients” tab and click “Add a client.” Enter their info using the same email as Redtail. Add family members if needed. Choose advisor access and save. When the client arrives, have them pick an avatar and go to “Find Your Gaps.” Completing tasks increases their lifetime plan score.

This video describes best practices on how to use the "Where are your gaps?" section. Brad is discussing the "Gap" section of the FDC plan and how it is used to track and update short-term, intermediate, and long-term goals. He explains how to update the plan as the client's goals change, and how to use the "needs attention" and "completed" sections to keep track of tasks. He also explains how to save and print the plan and integrate it with a CRM system.

This video shows how to customize your own “Gaps.” Go to your name > Company Settings > Custom Gaps. Create a new gap (e.g., Bucket Strategy) and add subcategories like short, intermediate, and long-term. Save it, and it will appear in your client’s “Find Your Gaps” view. As you complete items, your client’s lifetime plan score updates. This feature allows you to tailor the tool to your firm’s process.

This video introduces the new Custom Gap feature. Go to your profile > Company Settings > Customize Gaps to create a gap tailored to your process (e.g., iPath) with custom discussion items. You can reorder and save them. Once added, the gap appears in your client’s “Find Your Gaps” view, where you can track progress and update their plan score. This allows you to align the tool with your firm’s unique approach.

The Short Survey helps engage prospects and gather insights before meetings. It includes eight questions on topics like investments, retirement income, family planning, long-term care, budgeting, and legal documents. Responses are saved for advisors to review, helping guide conversations. It’s mainly used for prospecting and pairs well with the risk quiz and PDF to better prepare for meetings.

This video outlines how to prepare for a client meeting in FDC. Log in, review your schedule, and select clients. Add or update client details, then go to “Find Your Gaps” to input key accounts. Review areas needing attention before the meeting. During the meeting, discuss the client’s avatar, goals, and gaps. Afterward, time-stamp completed items to track progress.

Redtail is a CRM built for financial advisors to manage client data, track interactions, and automate workflows. Integrating Redtail with FDC Plan on Purpose creates a more streamlined system, helping advisors stay organized and efficiently track client goals and progress.

This video features Brad Connors sharing a tool to help advisors prioritize client conversations. He suggests creating a list of topics and reviewing it before meetings, focusing only on the most important items. This prevents overwhelm and keeps discussions clear and intentional. He encourages advisors to reach out for support and strive to live a life of significance.