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Best Practices Guide
Guest blog post from Charesse Spiller of Level Best
Category: Best Practices
Guest blog post: Charesse Spiller, Founder and Operations Consultant at Level Best - "Maximize Your Client Journey for Ultimate Scalability"
Read Redtail’s April 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's April newsletter for servant leadership tips, the March winner of our Best Paw Forward Photo Challenge, and more . . .
Best Practice Partner Spotlight: Advisor Websites on April 7
Best Practice Partner Spotlight: Advisor Websites - April 7. "The Simple Path to Engaging Leads and Building Loyalty with Technology".
Integration Update Webinar: Asset-Map + Redtail on April 6
Integration Update Webinar: Asset-Map + Redtail. Register now to learn more about this updated integration on April 6.
Redtail #12 on Financial Planning’s list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We're extremely proud to turn up on Financial Planning's Best Fintechs to Work For list after a year of working from home.
Redtail’s Best Paw Forward Photo Challenge March winner
We asked for your pup photos for our Best Paw Forward Photo Challenge - you came through in a big way! Find out who our March winner was today!
Updated integration with Asset-Map!
Integration updates include the ability to create new households in Asset-Map from Redtail CRM or link existing households from the Redtail side.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
New Partner Spotlight with Max for Advisors on March 30!
Come learn how to grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured with Max for Advisors.
The 2021 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32021 Advisor Software Survey. We are honored by the results: nearly 62% of the market chooses Redtail and gives us an 8.06 average satisfaction...
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