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Redtail Technology > News >
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.
19 Feb 2021
Best Practices header
4 Ways to Build Company Culture While Working Remotely
Category: Best Practices
"Will remote work, in some form, be the “new normal?" Redtail CEO Brian McLaughlin discusses company culture maintenance while working from home at ThinkAdvisor.
01 Feb 2021
Industry Updates header
Replay of Panoramix Partner Spotlight featuring Redtail Technology 1/28/21
Category: FinTech Industry
On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where ...
06 Jan 2021
Redtail newsletter
Read Redtail’s January 2021 newsletter here
Category: Monthly Newsletter
Check out Redtail's January newsletter for upcoming webinars, helpful practice management tips, and our latest integration.
22 Dec 2020
Make this day great quote
“It’ll bake off!”: looking back with gratitude and forward with hope
Category: Culture
From each of us here at Redtail, Happy Holidays and Happy New Year to you all! We are so grateful for all the relationships that sustain us!
18 Dec 2020
Industry Updates header
Strengthening Client Relations & Increasing Engagement For A More Successful Practice
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently joined a CEO panel webinar to discuss strengthening your client relationships during the transition to virtual offices.
15 Oct 2020
Industry Updates header
Redtail CEO Brian McLaughlin interviewed at Orion’s The Fuse Show Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Orion Advisor Technology's The Fuse Show to talk about building a successful fintech partnership.