Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our July 2022 newsletter, delivered today to subscribers, includes links to a piece by our Director of Training Rick Williamson recently published at Advisor Perspectives, some further takeaways from our Financial Planning Career Perceptions survey, the June winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, and more! Even if you aren’t a subscriber though, you can still check out the July issue here.
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