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Read Redtail’s July 2022 newsletter

Category: Monthly Newsletter
Redtail Blog Feature Graphic - Newsletter Release

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.

To become a subscriber and make sure you never miss an issue, sign up here.

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