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7 Things That Happened To Brian And Rick On A Trip To NYC Before, During And After Winning The Family Wealth Report Client Communications Award (In The Midst Of A Major Winter Storm)

Category: Awards/Recognition, Culture
brian and rick in ny

1. Dicey travel itinerary:


2. An arrival day nightcap:

night capnight cap

3. Awards day afternoon spent at Madison Square Garden for the Big East Tournament with friends from Orion Advisors:

Madison Square Garden Orion

Madison Square Garden Orion

4. Extreme Makeovers, Family Wealth Report Awards Edition:


5. OMG! OMG! OMG! We won a trophy! Now whadda we do?:


6. Hit the town, hit a Shake Shack and hung out with Notre Dame basketball’s Associate Head Coach:

hit the town

7. Headed home, all celebrity-like:

headed home

Now, we get back to work, humbled to have been showcased at an event that recognizes “best of breed” providers in the global private banking, wealth management and trusted advisor communities. The Family Wealth Report Awards 2018 were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2017”.

It is a great honor for us to be recognized in these awards, and testament to the hard work that our team has put into the development of Redtail Speak over the last two years. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, while also offering them new solutions to meet their client communication needs. We want to thank everyone at the Family Wealth Report Awards for recognizing everything Redtail is doing, as well as to thank all of Redtail’s raving fans for your continued support and for being a part of the Redtail community.

Family Wealth Report Awards 2018

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.