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Jeff
@jrusin
Helping advisors succeed!
États-Unis
Anglais, Espagnol
À propos de moi
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.
Compétences
Jeff
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Gestion de la relation client
I will optimize your wealthbox CRM
Gestion de campagnes
I will manage your snappy kraken campaigns
9 Avis
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Détails de la notation
- Niveau de communication avec le freelance
- À recommander à un ami
- Service conforme à la description
1 à 5 avis sur 9
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Les plus pertinents
alr312
États-Unis
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!
Utile?
tenisman584
États-Unis
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.
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tjells
États-Unis
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 $US-100 $US
Prix
2 jours
Durée
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mxlouis
États-Unis
Jeff is an extremely cooperative and intelligent individual and thoroughly understands how financial advisers and wealth box, and Keep can work together
Utile?
ryancahill435
États-Unis
Great work. Thanks Jeff!
50 $US-100 $US
Prix
7 jours
Durée
Utile?
