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Business Hours Sales:
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
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Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
19
Oct
2021
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
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
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
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
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
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
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
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 the...
06
Jan
2021
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
“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!