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Redtail Technology > News > Best Practices
30 Nov 2020
Best Practices header
3 tips for customizing client communication
Category: Best Practices
David Mehlhorn, Director of Sales at Redtail, shares his thoughts on how advisors might best meet the challenge of customizing communications for clients.
23 Nov 2020
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Eat the big frog first: “recipes” for delighting your clients!
Category: Best Practices
Opportunities to delight clients abound, but you won't get to them if you put off the items you should have taken care of to begin your day.
28 Jul 2020
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Practical projects for pandemic downtime: starve your distractions, feed your focus
Category: Best Practices
In this final post of the series, we’ll consider the importance of focusing on the essentials and offer three places you can start.
07 Jul 2020
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Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to potentially yield huge efficiencie...
17 Jun 2020
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The case for texting your clients just got stronger
Category: Best Practices
Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communicati...
16 Jun 2020
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Practical projects for pandemic downtime: develop a communications plan
Category: Best Practices
When it comes to communicating with clients, finding a strategy that is both practical for your office and in line with your clients’ individual expectations can be a challe...
19 May 2020
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Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance
Category: Best Practices
If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.
12 May 2020
CRM as a Component of Crisis Management
Your CRM as a Component of Crisis Management
Category: Best Practices
Crises present an opportunity for you to reveal your character through how you respond. Redtail CRM can be a valuable component of your crisis management response.
05 May 2020
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Ready to Adopt Texting? Keep These Dos and Don’ts In Mind
Category: Best Practices
With advisors beginning to text their clients more, it's a good idea to brush up on some texting dos and don'ts in regard to compliance, etiquette, and simplicity for your c...
08 Apr 2020
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Steadiness stands out in times of disruption
Category: Best Practices
Redtail's Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.