Stephanie Dannebaum
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CRM Strategy & Implementation
Your CRM should run your firm.
I help financial advisory firms get more from Redtail and Wealthbox — so your team actually uses the system you're paying for.
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Platforms
Redtail · Wealthbox
Experience
10+ Years
Focus
Financial Advisors
Resource Partner With
Redtail CRM
Wealthbox
GReminders
PreciseFP
Track that Advisor
Services
For Current Users
CRM Optimization Track
You have a CRM. Your team barely uses it. I audit what's broken, rebuild your workflows, and train your people — so the system finally matches how your firm actually operates.
Audit
Deep-dive review of your current setup, workflows, and data hygiene.
Rebuild
Redesign workflows, automations, and integrations for your firm.
Train
Hands-on training so your team actually adopts the system.
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For New or Migrating Firms
CRM Foundations Track
Starting fresh or switching platforms. I help you choose, configure, and launch a CRM that scales with your growth — built around your firm's workflows from day one.
Selection
Evaluate platforms and choose the CRM that fits your firm's needs.
Setup
Configure workflows, fields, automations, and integrations from scratch.
Launch
Data migration, team training, and go-live support.
Explore This Track
Credentials
ChFC® · MBA · MPP
Experience
10+ Years Financial Services
About Stephanie
I've sat where your team sits.
With over a decade in financial services and designations most tech consultants don't carry, I understand what advisory firms actually need from their CRM — not just what the software manual says.
I focus exclusively on Redtail and Wealthbox because depth beats breadth. When you know a platform at the API level, you build systems that last.
Redtail Resource Partner
Wealthbox Resource Partner
GReminders
PreciseFP
Learn More
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What Clients Say
She understood our business before she ever touched the CRM. That's what made the difference — the system finally reflects how we actually work.
Client
Sarah Mitchell
Role
Operations Director
Firm
Meridian Wealth Partners
Ready to turn your CRM into your firm's superpower?
Duration
30 min
Format
Video call
Cost
Complimentary
Book a Call