Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

3 tips for customizing client communication

Category: Best Practices
Best Practices header

“Think of the threads of your communication with your clients as ongoing conversations, meant to build rapport and trust. Take advantage of the different communication channels available to you to broaden those conversations.” David Mehlhorn, Director of Sales at Redtail, recently shared his thoughts on how essential it is that you arm yourself with data in order that you might better meet the challenge of customizing your communication efforts with clients.

You can read “3 tips for customizing client communication” at InvestmentNews here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.