Redtail’s Director of Sales, David Mehlhorn, recently joined Rob Santos and Rory Henry, hosts of the AFO Wealth Management Forward podcast. During their conversation David hits on Redtail’s value as a solution for client onboarding, client experience, and targeted marketing efforts. He also provides insights on what sets Redtail CRM apart from many of the other CRMs out there. You can click the play button below to listen to their conversation.
