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Redtail Engages AI to Boost Advisory Community

redtail-AI-post.jpgRedtail Technology, Inc. began as a beta system and evolved into a leader in Web-Based Client Relationship Management solutions for the financial adviser. Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.

Watch full video on watchfintechtv.com website.

 

 


Why CRM is the core of your business

rick-crm-post.jpgRedtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?

View full video on investmentnews.com website.

 

 


Retriever Cloud for Google is now available!

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Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Google. This will allow Redtail users to sync both contacts and activities bi-directionally between the two platforms.

All the details that you should need in order to get started can be found here, where you’ll find instructions for setting up the process as well as information about what is included in the sync for both contacts and activities. We have also posted a FAQ page for Retriever Cloud here.

Additionally, our Training Team will be hosting a webinar to go over setup and usage of Retriever Cloud for Google. You can register for this using the link below (but don't worry - if you can't make it to the live webinar, a recorded version will be available soon):

October 1, 2019 - 10:00 a.m. Pacific

Our Support Team is available to assist you as well with any questions you may have about Retriever Cloud.

 


Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!

We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer you further efficiencies for both of these common tasks through the introduction of Note and Activity Templates.

Setting up and using these templates will allow you to save your brainpower and your time for focusing on the elements of Notes and Activities that differ (their substance) rather than the elements that remain largely the same.

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Sophie would love to become a part of your family today!

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Meet Sophie, the latest in a long line of pups to be fostered by Redtail employees (in this case, Nikki)! Don't let the first few poses fool ya, though. She wants to hop about and play her way into your household!

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Sophie knows commands such as "sit", "lay down" and "stay". "Stay" is not her favorite though, as she'd prefer shadowing you as your new best friend rather than just remaining in one place looking gorgeous. She is leash trained, does great with other dogs and children, and remains calm in an office environment, even with our crazy foam rocket wars. She is quite the snuggle bug and would love to be a member of your family!

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Check out Front Street Animal Shelter if you’re in the Sacramento area and would like to engage in a fostering opportunity of your own. Or, if you live elsewhere, check with your local shelters to see if the perfect pet is just waiting there for you!

 

 


Retriever Cloud for Office 365 is now available!

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Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365. This will allow Redtail users to sync both contacts and activities bi-directionally between the two platforms.

All the details that you should need in order to get started can be found here, where you’ll find instructions for setting up the process as well as information about what is included in the sync for both contacts and activities. We have also posted a FAQ page for Retriever Cloud here.

Additionally, our Training Team will be hosting webinars to go over setup and usage of Retriever Cloud for Office 365. You can register for either of those using the links below (but don't worry - if you can't make one of these, a recorded version will be available soon):

April 17, 2019 - 10:00 a.m. Pacific

April 23, 2019 - 10:00 am Pacific

Our Support Team is available to assist you as well with any questions you may have about Retriever Cloud.


Redtail #4 on SourceMedia’s list of Best Fintechs to Work For

As it is one of Redtail’s primary missions as an organization to create and maintain a thriving company culture, we were ecstatic to land at #4 on SourceMedia’s second annual list of Best Fintechs to Work For. You can read the feature on Redtail for this recognition in “The fintech that turned a warehouse into a funhouse,” hear much more from our CEO Brian McLaughlin and leaders of other recognized organizations about how they've built great company cultures in “People, pets, pay: Secrets of the Best Fintechs to Work For,” and/or see the full list of winners with company highlights here.


What Your High-Net-Worth Clients Want to Talk to You About

By Brian McLaughlin, CEO, Redtail Technology
Reprinted with permission from the December 17 issue of ThinkAdvisor. © 2018 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved.

High-net-worth clients and prospects are not a monolithic group, but they do face many of the same challenges when it comes to wealth management and planning. Fortunately, there are technologies available to you that can help them meet those challenges, while also positioning you as a trusted individual and potential advisor for their eventual heirs.

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Sebastian, the first foster dog in our Atlanta East Coast HQ!

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This is Sebastian, a.k.a. Doggy Dog! He’s the first dog to be fostered by a ‘Tailer in our Atlanta East Coast HQ. 

For a puppy just under nine months old, he really is calm and friendly to strangers (though once he’s comfortable with you, he becomes energetic and playful). We are currently training him not to be a jumper in those instances. Sebastian is great with kids, and gets along well with other pets too! He loves to cuddle and play. 

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A Tale of Roscoe: The "Perfect" Dog!

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For months, Redtail employee David Sipe and his girlfriend Angela had been playing around with the idea of bringing another member into their family while their kids are still young. They knew what kind of dog they wanted: at least a year old, female, medium-sized, energetic but not overwhelmingly so . . . the desired traits list went on from there.

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Redtail's 2018 Gen Tech 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. Redtail surveyed more than 2,300 wealth management professionals across the United States on the types of software their firms currently use, how they access information, and how succession planning figures into the future of their practices.

You can learn more about the results of the survey via the links and the infographic below:

Executive Summary

Press Release

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Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000

For the 6th Time, Redtail Technology Appears on the Inc. 5000, Ranking No. 4436  

NEW YORK, August 15, 2018Inc. magazine today revealed that Redtail Technology is No. 4436 on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. 

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How to Keep Your Firm Running Smoothly During Employee Vacations

By David Mehlhorn, Redtail Technology
Reprinted with permission from the August 12 issue of ThinkAdvisor. © 2018 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved.

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Maintaining a real balance between work and one’s personal life provides real benefits for both employer and employee. For most individuals, some portion of the balance is achieved by taking vacations from work, which means granting time off requests is important for your employees’ overall satisfaction. However, it’s important to also keep in mind the importance of balancing requests against your organization’s needs. How will a given employee’s absence during a specific time frame affect your business? Will tasks and projects fall through the cracks? Will client information, which should have been known, be missed because they weren’t in the office to share it?

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Making a habit of CRM best practices will help your business

By Rick Williamson, Redtail Technology

(originally appeared at InvestmentNews' Outside-IN blog)

"We are what we repeatedly do. Excellence, then, is not an act but a habit."

— Will Durant

Most of us struggle to some degree with establishing a work-life balance that yields all of our desired results. In many cases, addressing these struggles is as simple as building habits into our daily routine to eliminate the brainpower and time required to handle processes, which should be almost automatic. Whether it takes 21 days or eight months to establish a repeated action as a habit, if you're looking to change your life by adjusting your circadian rhythm for better mental health or simply make your business marketing easier by segmenting your clients, the important thing is to begin.

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Winners of WealthTech: Brian McLaughlin

 

Great interview here, with Craig Iskowitz, founder and CEO of Ezra Group, talking to Redtail CEO Brian McLaughlin, in Craig's ongoing Winners of WealthTech series.

 


The Surprising Data on Text-Message Usage by Advisors and Clients

By Jonathan Maddock, Redtail Technology

(originally appeared at Advisor Perspectives)

As a Millennial, I wasn’t around when email was adopted by the financial services industry, but its trajectory was probably similar to what we are witnessing with text messaging. Long-tenured advisors have told me email adoption was slow as well. Because email is and has been a staple of advisor-client communication for many years, it’s easy to forget the challenges the industry faced during its early days.

From broker-dealer concerns about compliance to worries about home computer usage, adoption took time.

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Meet Jack, Redtail's latest foster pup!

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Say hello to Jack, the newest member of our Redtail foster family. Jack is 14 months old, and was at Front Street Animal Shelter for about two months before Dayna, a Redtail employee, fell in love. Dayna said she played with him for over 20 minutes at the shelter and did not want to leave him behind.

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Jack loves attention - his tail instantly starts wagging when you walk over to him and he’ll crawl right into your lap for cuddles. Did you say treats? Jack LOVES treats and he will stick his head right into the treat bag looking for more if you let him. He is potty trained, knows the command “Sit”, likes playing tug-of-war, and instantly took to his new Redtail bed. We look forward to having Jack’s sweet personality in our office environment.

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Check out Front Street Animal Shelter if you’re in the Sacramento area and would like to engage in a fostering opportunity of your own. Or, if you live elsewhere, check with your local shelters to see if the perfect pet is just waiting there for you!

 

 


Redtail is a proud sponsor of the inaugural Front Street Brewfest on June 16th

 

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What do saving shelter pets and drinking the best craft beer have in common? The inaugural Front Street Brewfest on June 16! We’re a proud event partner, dedicated to saving the lives of animals in need, and we want you to help too! Grab tickets today to enjoy unlimited tastings from 40+ local breweries, the best food trucks in the region, free entry to the California Automobile Museum, live music, and more ... all while celebrating a great cause. 

For tickets: www.frontstreetbrewfest.com

RSVP on Facebook for updates and announcements: https://www.facebook.com/events/1343974532374978/

 


Redtail is a Finalist for two Benzinga Global FinTech Awards

We’re excited to share the news that Benzinga has announced the 2018 finalists for the Global Fintech Awards, naming Redtail Speak and Redtail Technology as finalists in the Best Financial Advisor or Wealth Management Platform and the Best Proprietary Platform or API categories. wsi-imageoptim-2018-Fintech-Badge-Finalist.png

If The Medium is the Message, What Message Are You Sending?

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By David Mehlhorn, Redtail Technology

In 1964 Marshall McLuhan introduced the world to his famous formulation, “the medium is the message”. If you’re unfamiliar with McLuhan or his impact on the study of media theory, he argued that the technology (or the medium) used to transfer information changes us over time, as much as or more than the actual messages being transferred via those technologies.

Sound farfetched? Then think about this. One of McLuhan’s arguments in support of his theory was to encourage his audience to consider the transition from oral cultures to print-based ones. In oral cultures, the dominant sense organ (for receiving information) was the ear; once a society has transitioned to print-based, the dominant sense organ (for receiving information) has become the eye. This is a pretty radical transformation of human beings themselves, totally independent of the actual information being presented via either oral or print-based means. 

What does this have to do with client communications for advisors? Quite a lot, actually, as the mediums by which you attempt to communicate with your clients tell them a lot about you before they even digest the content of those communications. 

CHOOSE YOUR MEDIUM WITH TWO THINGS IN MIND

Successful advisors recognize staying connected with their clients is essential, and successful connections require they be equipped to communicate with clients using the channels their clients prefer. 

So, how is your office doing on this front? Which communication channels are you currently using? Could you create more successful communications with your clients by meeting them in the communications channels where they live? 

I’d argue there should be two primary considerations in regard to medium when reaching out to a client to share or request information:

  • Have they indicated a communication preference to you, either explicitly or by example (how they typically reach out to you)?
  • Which medium is best suited to the content to be delivered?

The above assumes, of course, you’ve established a way to use the communication channels under consideration in a compliant fashion. Outside of this concern though, client preference and a channel’s suitability in context of the message to be delivered are everything. 

As but one example of determining channel suitability, if you need a client to know something immediately, or need some information from them quickly, an email is probably not going to be the best way to go. Hint: a text is absolutely the best way to go in this situation. 

DON’T BRING POCKET CHANGE TO A HIGH STAKES POKER GAME 

Recent studies tell us 99% of texts get read and get a response within three minutes. According to Constant Contact’s February 2018 numbers, emails, by contrast, are only opened an average of 17.62% of the time across all industries and, if they are responded to at all, it’s highly unlikely to occur within this three-minute timeframe. 

Texting is not just the default medium with the young either. Even those in the 55+ age bracket are texting at a rate of around 500 messages a month, which should prompt the resounding conclusion that the time is NOW to incorporate texting into your communications arsenal in a way that meets regulatory and compliance requirements! 

If you don’t have a compliant means of texting with your clients, you’re going to increasingly find you don’t even have the ante to sit down at the table with them. 

WHAT DOES IT SAY ABOUT YOU IF YOU IGNORE CLIENT PREFERENCE AND CHANNEL SUITABILITY? 

A client’s preference for how you communicate with them should always be taken into consideration, first and foremost. If they’ve told you they always prefer a phone call first, then attempt to call them prior to reaching out using other mediums. To do otherwise is to create doubt in their mind that you’re listening to them about other things as well. 

If a client has indicated they are open to phone calls, emails and/or texts, dependent upon the situation, you should use the medium best suited to the message. Which medium conveys the necessary information in the least disruptive and most effective fashion, while also reaching the recipient via the channel reflective of the message’s urgency? This is the one you should use. And, for many of the types of communication that pass between advisors and clients today, a text works best, as it is both the quickest and the least disruptive method of conveying necessary information. 

In short, if you’re ignoring client preference and channel suitability for the message in question, you’re giving up ground to competing advisors who realize how you say something (the medium) is often just as important as the message itself. 

REDTAIL NOW OFFERS A COMPLIANCE-FRIENDLY TEXT SOLUTION FOR ADVISORS

To learn more about Redtail Speak and how your office can meet clients’ increasing expectation of real-time communication via texting with their advisor, see our video here.

Want to learn more about Redtail? Join us on one of our weekly webinars!

 

 


Foster Opportunity - Baylie Needs a Forever Home

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Get ready to "ooh" and "aah" because this love bug is too adorable to pass up! Meet Baylie, a precious mix of love and spunk! This little angel LOVES attention. She will sleep on dogs, people, children; as long as you have a lap, she will be on it. Baylie loves to play, give kisses, and snuggle! She is currently working on her potty training, and will let you know when she has to go with a little whine. She doesn’t mind the bath and is most happy when she is around other dogs.

Baylie is currently being fostered and is looking for a loving forever home. Please contact Lisa Formicola at formicolalisa@gmail.com to make arrangements to meet Baylie.

UPDATE 4.9.18: Baylie has found the perfect home with her new human mom, dad, and little sister! She is going to be spoiled rotten and we are so happy to be a part of an amazing ending to this little pup's journey to a forever home!

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A Happy Anniversary to Redtail video

Thank you so much to everyone involved in putting this together - it really means everything!


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)

1. Dicey travel itinerary:

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Roxy, Rockin' the Polka Dots, is Redtail's Latest Foster Pup

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Redtail welcomed this little princess as our newest foster earlier this week. Say hello to Roxy!

Jesus Chavez here at Redtail was on the search for a puppy. As soon as he heard there was an opportunity at Front Street Animal Shelter he just couldn’t pass it up. Another love at first sight moment took over as he said, “When I saw Roxy, I knew right away I was going to take her home, there was no doubt in my mind.”

Roxy was a stray and was recently placed in the Front Street Shelter. She is about 3 months old, loves to cuddle, is potty-mat trained, calm, and loves all the attention she is getting in the office. Miss Fashionista Roxy, who is just adorable in this purple, polka-dotted dress, will soon be in her forever home for another Foster Fail with Redtail, as Jesus plans on adopting her this Saturday!!

Check out Front Street Animal Shelter if you're in the Sacramento area and would like to engage in a fostering opportunity of your own. Or, if you live elsewhere, check with your local shelters to see if the perfect pet is just waiting there for you!

 

 


Edie: A Love Story

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Meet Edie, the newest foster pup at Redtail.

Edie is as sweet and lovable as they come. She is believed to be 10 months, and still looks like a little puppy. Edie's a glorious mix between American Bulldog, Jack Russell Terrier and Pit, which gives her this adorable kissable face. Her tail HAS NOT STOPPED wagging since she came home with her foster pop, Jonathan Maddock. She is potty trained, great in public, likes playing with the other dogs in our office, loves kisses and loves giving them back. She isn’t too interested in fetch but loves being around people and wants to be where you are. She loves her chew toys and treats and has no problem if you take them out of her mouth. Edie's currently working on her crate training and is great in the office. She’s a 49ers fan, loves her bed and takes frequent naps.

BUT, sorry all, she is not available. Another foster turned into adoption love story is brewing because as soon as she is cleared from her leg injury, she will be a permanent household member in her forever home at the Maddocks.

Check out Front Street Animal Shelter if you're in the Sacramento area and would like to engage in a fostering opportunity of your own. Or, if you live elsewhere, check with your local shelters to see if the perfect pet is just waiting there for you!

 

 


Honey Found a Home! Another Successful Front Street / Redtail Foster-to-Adoption Story!

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We have another successful adoption through Front Street! This time it was a family member of a Redtail employee. Kathy Rossow, Krysta’s Mother, fostered and adopted Honey (also known as Sweetie Pie).

Honey is a Jack Russell terrier mix and is a perfect addition to the family! Honey was dropped off at the Front Street Animal Shelter along with her puppies (4 boys and 1 girl) and the daddy, another Jack Russell. She is an amazing Momma dog, and intently took care of her little puppy babies. We are happy to say here that all of her puppies are happy, healthy and adopted into loving homes as well!

Honey is super playful and turns into a pup herself when playing with her squeaker toys. She is truly a dog of fashion and enjoys little warm jackets and sweaters. Treats and lots of attention keep this little love wagging her tail.

Honey loves to take car rides and has been visiting seniors at the care center. Kathy and Honey are a perfect duo and they plan to visit care facilities regularly. Honey is diligently working on her training to be a visiting support dog.

A huge thank you to Front Street for all they do and to Kathy for giving Honey a new life in a loving home, as well as an opportunity to bring joy to the lives of others.

 

 


Life is why we walk! What's your reason?

How does Redtail Dog like to stay Healthy For Good? Get up, get moving and enjoy this video we made in partnership with the American Heart Association to promote their Heartwalk campaign! 


Redtail and Front Street Animal Shelter featured on Good Day Sacramento

As many of you may already know, Redtail embarked upon a journey last year with Front Street Animal Shelter to begin fostering dogs in the Sacramento area and to encourage adoption of the many wonderful pups that need to find a loving home.

Yesterday, we were fortunate enough to have Good Day Sacramento and Front Street in our corporate headquarters to discuss the fostering program and how businesses can participate if they are interested. You can view the two segments below (and maybe even get to witness a Redtail Rocket War):

 


Happy Holidays!

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It has been our privilege and our pleasure to work and play with you all this year! We wish you the very best of holidays and a healthy, happy and prosperous 2018!


Updates on our fostering project with Front Street Animal Shelter - City of Sacramento

Redtail recently began fostering dogs from Sacramento's Front Street Animal Shelter and we wanted to give you updates on our two latest fostering situations.

We're thrilled to report success stories for these adorable pooches. We still haven’t been able to make adoptions outside the walls of our office, because once these precious babies make their way through those Redtail doors, they are met by employees cooing and loving on them.

image004.jpg Auzi was fostered by one of our employees, David Apodaca. After a little health scare, Auzi returned to his fun-loving, energetic self. He loves to go on walks, play, and perform tricks such as fetch, sit, lay, wait, and jump. Auzi’s personality couldn't be any more perfect. He doesn’t whine, yelp or bark and, even during teething, has not chewed up anything other than his dog toys. 

He won the hearts of a few of our employees and quickly became a pup we couldn’t bear to see leave our office. A little shy around new people, we asked another employee, Hayley, to work on getting some pics and a bio put together for Auzi’s adoption announcement. Well, that’s all it took. While taking the pictures and writing about how adorable he is, Hayley fell in love.

With a little introduction to her home over the weekend, Auzi make quite an impact on Hayley’s husband and catered to the curiosity of his new feline family. He instantly became part of Hayley’s family and found his forever home along with a new name, Malcolm. 

 

image005.jpg Izzie didn’t even set a paw into our office (literally) without every employee here going nuts over her. The moment her foster father, Charlie, brought her in, she went from one employee’s arms to the next. This little bundle of love stayed true to a vision of how puppies should act; she slept, snuggled, slept, ate, slept, gave kisses, slept, played by bouncing around and then would get tuckered out and, you guessed it, sleep some more. She didn’t care where she passed out, settling on anything or anyone. 

Other office pups whined because they couldn’t wait to see and check her out. After her shots she was able to meet the other office dogs and, even though some are much bigger than her, she loved playing and pouncing on them.

Giving lots of kisses and resting in her big bed, Izzie won the heart of one of our employees, Matt. Matt took her home and introduced her to his growing family. She very quickly snuggled her way into the family’s hearts. Her new forever home came with a new name as well, Lucy.

Congrats to Malcolm and Lucy (and to their new families)!

 


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