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Steadiness stands out in times of disruption

Category: Best Practices
Best Practices header

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.

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.