Contact: 800-206-5030
support@redtailtechnology.com

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

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

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Redtail Technology > News > Best Practices
07 Jul 2020
Best Practices header
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 pote...
17 Jun 2020
Best Practices header
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 ...
16 Jun 2020
Best Practices header
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’ individua...
19 May 2020
Best Practices header
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 ...
05 May 2020
Best Practices header
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, etique...
08 Apr 2020
Best Practices header
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.
10 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Pa...
05 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 1
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack.
10 Oct 2019
Redtail AI post
Redtail Engages AI to Boost Advisory Community
Category: Best Practices, New Features
Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.