Скачать или смотреть Client Testimonial from Russ Strickler, CFP®, AIF® of Strickler Financial Group

Russ Strickler, Founder of Strickler Financial Group and affiliated with Advisors Excel, shares his powerful testimonial about working with Advisor Tech Partners.

As his firm grew from just two people to a full team of ten, Russ recognized the need to streamline operations, eliminate manual work, and fully leverage his CRM system. Wealthbox was his CRM of choice, but he needed more. He needed automated workflows, accurate reporting, better data tracking, and seamless lead management from marketing events and seminars.

That is where Advisor Tech Partners stepped in. By collaborating directly with Russ and his team, Advisor Tech Partners built customized Wealthbox workflows, automated key processes, and integrated tools such as Zapier to ensure nothing fell through the cracks. The result was a far more efficient and scalable business model that allowed Strickler Financial Group to focus on serving clients rather than managing systems.

If you are an advisory firm searching for CRM automation experts, whether you use Wealthbox, Redtail, or need Zapier integrations, Advisor Tech Partners has the proven experience to transform your operations. With deep expertise and a track record of helping Advisors Excel affiliated firms, they are the go-to partner for advisors who are ready to scale.

Watch Russ’s testimonial to hear how Advisor Tech Partners made a huge difference in his firm’s efficiency, team operations, and overall growth.

Get started with Advisor Tech Partners ⬇️

📅 Schedule an Introductory Call: https://app.greminders.com/t/2c5bbdd2...
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All Services & Pricing👇
👉 CRM Efficiency Scorecard
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👉 CRM Customizations Setup
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👉 Zapier Consulting for Financial Advisors
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👉 Workflow Consulting for Financial Advisors
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👉 Service Model Automation
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👉 Ongoing Automation & CRM Plans
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