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Redtail Advisor Heroes

Category: Advisor Hero
Advisor Hero Announcement

At Redtail, we are truly honored each day to get to know so many financial advisors as well as the operational staff members that support their businesses. Whether learning more about their practice via a support call, during an industry event or at a Redtail University session, it always makes an impact on our team members to see and hear how the people that we support are supporting and uplifting those in their communities.

With that in mind, we are very excited to announce the kickoff of our #advisorhero campaign, where we have the wonderful opportunity to share the stories of advisors or offices who are inspiring us.

Like the clients they serve, each and every financial advisor has their own story to tell. Their stories may be regularly punctuated by challenge and adversity; they are often clearly buoyed by moments (or years) of self-sacrifice to benefit others; and, in some cases, they are distinctly defined by an advisor’s drive to serve a demographic they felt was underserved in their market. Regardless, their stories are unique and generally go untold; with our #advisorhero campaign, we hope to be able to shine a bright light on the amazing stories many of the advisors we work with are writing through the services they are performing in their communities and beyond.

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.