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Strengthening Client Relations & Increasing Engagement For A More Successful Practice

Category: FinTech Industry
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On December 15th, Redtail CEO Brian McLaughlin joined a CEO panel webinar “for an educational discussion on how to strengthen your client relationships and engage with your audience throughout this transition” to a virtual practice. You can view a replay of that discussion by clicking the play button below:

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.