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05 Dec 2019
Redtail Technology’s AdvisorComms 2019 Survey infographic
Redtail Technology’s AdvisorComms 2019 Survey
Category: Survey
A Survey to better understand how financial advisors and their staff are communicating with clients and prospects.
06 Nov 2018
redtail gen tech 2018 survey results infographic
Redtail’s 2018 Gen Tech Survey
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solutions.
06 Nov 2018
redtail gen tech 2018 survey results infographic
Executive Summary For Redtail’s 2018 Gen Tech Survey Results
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solutions.