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Redtail Technology > News >
29 Mar 2022
Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds
Category: Press Release
For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms...
01 Mar 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s March 2022 newsletter
Category: Monthly Newsletter
Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, and more.
21 Jan 2022
Redtail Blog Feature Graphic - Industry Updates
Moore’s Law may be slowing down but wealthtech’s just getting started
Category: FinTech Industry
In an Opinions piece at Financial Planning, Redtail CEO Brian McLaughlin considers how fintech may respond in a world where computing power is perhaps not as limitless as it on...
09 Nov 2021
Redtail Blog Feature Graphic - Best Practices
Does your advisory firm have a Great Resignation backup plan?
Category: Best Practices
We're in the midst of the Great Resignation. Redtail CEO Brian McLaughlin discusses how CRM can help preserve institutional knowledge when a team member leaves.
19 Oct 2021
Redtail Blog Feature Graphic - Industry Updates
Pandemic underscores value of CRM
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined InvestmentNews' 3Questions to discuss CRM's value during the pandemic and why software education is so vital.
13 Sep 2021
laptop dog
Redtail CEO Brian McLaughlin guests on the Perfectly Integrated podcast with Matt Ackermann
Category: Culture
Redtail CEO Brian McLaughlin recently joined Matt Ackermann on the Perfectly Integrated podcast to discuss CRM, company culture, and more.
09 Jun 2021
Redtail Resources graphic
Ten Questions to Evaluate a CRM System
Category: Resources
Redtail CEO Brian McLaughlin's questions for approaching CRM evaluation offer guidance for choosing this integral piece of your tech stack.
30 Apr 2021
Industry Updates header
CEO Roundtable Series Webinar – The Comeback
Category: FinTech Industry
They're back! Join to hear some of our industry's best thought leaders share ideas on helping the advisor community lead through change.
16 Apr 2021
The Lost Interview - Blog Feature
Hear “The Lost T3 Interview” between Redtail CEO Brian McLaughlin and Craig Iskowitz on The Wealth Tech Today podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined The Wealth Tech Today podcast for a fun road warriors' gear geek out.
02 Mar 2021
Redtail newsletter
Read Redtail’s March 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's March newsletter for practice management tips, the February winner of our Best Paw Forward Photo Challenge, CRM updates, and more.