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Redtail Technology > News >
21 May 2020
Candy with Redtail Logo
Community Support in the Time of COVID-19
Category: Culture
Redtail CEO Brian McLaughlin breaks down some of the ways we've gone about supporting our communities during COVID-19 in a new piece at ThinkAd...
19 May 2020
Best Practices header
Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance
Category: Best Practices
If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.
12 May 2020
CRM as a Component of Crisis Management
Your CRM as a Component of Crisis Management
Category: Best Practices
Crises present an opportunity for you to reveal your character through how you respond. Redtail CRM can be a valuable component of your crisis ...
05 May 2020
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Ready to Adopt Texting? Keep These Dos and Don’ts In Mind
Category: Best Practices
With advisors beginning to text their clients more, it's a good idea to brush up on some texting dos and don'ts in regard to compliance, etique...
01 May 2020
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Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...
16 Apr 2020
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Redtail Q&A with U.S. News & World Report
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently had a Q&A session with Coryanne Hicks over at U.S. News & World Report. 
13 Apr 2020
Industry Updates header
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable...
09 Apr 2020
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CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change manage...
08 Apr 2020
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Steadiness stands out in times of disruption
Category: Best Practices
Redtail's Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.
01 Apr 2020
Thank you Heroes
This April Fools’ Day, We’re Offering Thanks Rather Than Pranks
Category: Charity
We've always enjoyed our tradition of playing an April Fools’ Day joke on those in our community; we're forgoing that this year to offer thanks...