Dashboard Tutorial Videos
Stalled Cases in Opportunity Pipeline
2:12
This short video walks leaders and advisors through how to use the Open Opportunity Detail view to quickly identify opportunities that haven’t been updated or addressed in a while.
How IA can help with Team Meetings
2:48
Discover how IntegratedAdvisor makes team meetings more productive by giving advisors clear visibility into their opportunity pipeline.
IntegratedAdvisor — An Overview
5:25
Discover how IntegratedAdvisor transforms the way financial advisors track and manage new business opportunities.
Advisor Opportunity Pipelines — Where are our bottlenecks?
1:46
This video helps advisors quickly identify where opportunities are getting stuck in the pipeline—so they can take action, remove roadblocks, and keep new business moving forward.
Advisor Results - Is this the right fit
2:26
Learn how to use IntegratedAdvisor data to assess how well an advisor is performing—and whether they’re in the right role or contributing effectively to the team’s growth.
Open Opportunity Detail - Drill Down for More Insights
3:27
This video shows how to access the detailed data behind your open opportunities—giving you a clearer view of what’s moving, what’s stalled, and where to focus next.
Opportunity Input - Where it all begins
2:15
This video shows the one simple section in Redtail where advisors (or their team) can input and update opportunities. When used as intended, this unlocks powerful insights in IntegratedAdvisor—no extra tracking or spreadsheets required.
Opportunity Snapshot -The Bird's Eye View
1:53
This quick video shows how the Opportunity Snapshot gives advisors a high-level view of their most important new business metrics—so they can instantly see if their opportunity pipeline is healthy, on track, and driving real growth.
Opportunity Source - Is it working
2:12
In this quick walkthrough, we show you how to use IntegratedAdvisor to track where your opportunities are coming from—and whether those sources are producing real results in new AUM and fees. See what's working, what’s not, and make smarter decisions with your marketing and referral efforts.