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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
08
Apr
2020
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.
25
Feb
2020
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: Best Practices
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
10
Feb
2020
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. (Part 2)
05
Feb
2020
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 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.
10
Oct
2019
Why CRM is the core of your business
Category: Best Practices, New Features
Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?
20
Aug
2019
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: Best Practices, New Features
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.