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Redtail Technology > News >
17 Jun 2020
Best Practices header
The case for texting your clients just got stronger
Category: Best Practices
Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communication ...
16 Jun 2020
Industry Updates header
Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar
Category: FinTech Industry
Executives from the companies involved got together to discuss starting an RIA firm during uncertain times.
16 Jun 2020
Best Practices header
Practical projects for pandemic downtime: develop a communications plan
Category: Best Practices
When it comes to communicating with clients, finding a strategy that is both practical for your office and in line with your clients’ individual expectations can be a challenge...
05 Jun 2020
Industry Updates header
The Path to Independence Promotion
Category: FinTech Industry
We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registered investment advisors (RIAs) du...
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 ThinkAdvisor.
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 management response.
05 May 2020
Best Practices header
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, etiquette, and simplicity for your clie...
01 May 2020
Industry Updates header
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 were joined by top advisors.
16 Apr 2020
Industry Updates header
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.