Anonymous
My feedback
3 results found
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52 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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supported this idea
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75 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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33 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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I STRONGLY agree with the 2 comments below and would add that this becomes even more critical when there is a transition between advisors. We recently had one partner retire, and it was a long transition process that could have been made much more efficient had we had the Personal Profile Form available in our internal client transition meetings.