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InvestmentNews and Redtail are teaming up to share Good News from the advisor community

Category: Culture
Some good news with Investment News

Redtail’s Director of Sales David Mehlhorn joined Matt Ackermann at InvestmentNews to discuss the kickoff of our upcoming partnership where we’ll be highlighting some of the good news coming out of the advisory community. You can watch that short video intro here.

 

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.