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David Mehlhorn, our Director of Sales, joined the AFO Wealth Management Forward podcast

Category: FinTech Industry
AFO wealth management forward podcast

AFO wealth management forward podcast

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.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.