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Michael Kitces Ryan Townsley
+2 more
Jared Isaacman Mary Chapman

Wealthbox

Software

2 creators

Submitting tasks to the outsourced VA team

"We submit all of our tasks through Wealthbox. So we have a Wealthbox license for them."

Michael Kitces

Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ... ▶ 35:00
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Daily task management, storing client meeting notes, managing time-sensitive client actions; integrated with Zox for meeting prep and follow-up automation

"Wealthbox is where notes get dumped into. I like to divide it: Hubly is for process and Wealthbox is for tasks. Tasks are things with more urgency. The first thing I log into every morning is Wealthbox because tasks typically have more urgency than process."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 1:02:09
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Redtail

Software

1 creator

Central hub for tracking all work, client information, and team member progress with automation and workflows

"We use Redtail, but we have everything in Redtail and it's tracked and not just client everything obviously client things and I'm not just talking about names and addresses, but work any one of us at any point during the day can see exactly what other team ..."

Mary Chapman

Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To ... ▶ 57:30
About these recommendations

Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

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