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Steadiness stands out in times of disruption

Category: Best Practices
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Redtail’s Director of Sales, David Mehlhorn, recently shared some thoughts on how advisors can try to deal with unpredictable disruptions such as what we are currently experiencing with COVID-19.

You can read that article at InvestmentNews’ Outside-IN blog.

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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.