How Real Time-Wealth helps advice firms scale faster, drive profit, and keep clients smiling—by automating the boring stuff and surfacing better data.
5 Game-Changing Salesforce Flow Features You Should Be Using
Welcome to Flow & Tell Let’s be real: most blogs about tech and financial services read like a toaster manual. Not here. Flow & Tell is our new blog designed for people who want to build better, faster, and smarter financial planning practices using technology — without falling asleep halfway through a paragraph. We’re part tech nerd, part advice nerd, and 100% automation-obsessed. If that sounds like your kind of cocktail, you’re in the right place. Here’s what you can expect from Flow & Tell: Fresh features explained fast – We break down our latest releases as well as the latest Salesforce tools (and other tech) into plain English, with a side of cheeky. Real-world automation wins – From meeting scheduling to implementation checklists, we’ll show how smart workflows save you time and sanity. Practical upgrades, not fluff – If it’s not useful, we won’t write about it. We’re not here to philosophise. We’re here to get sh*t done. Whether you’re an adviser looking to modernise your process, or an ops lead trying to wrangle your CRM into something that doesn’t make people cry — this blog’s for you. No jargon. No fluff. Just Real Time-Wealth ideas to build a better practice. Welcome to Flow & Tell. Let’s make your process work as hard as you do.