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Mon-Fri 5am-5pm
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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
Ext. 4
09
Feb
2023
Practice Management Takeover with Jennifer Goldman on February 14th
Category: Best Practices
Join Redtail and Jennifer Goldman for this Practice Management Takeover: Accelerate Growth and Scalability using Collaboration Tools
01
Apr
2021
Redtail #12 on Financial Planning’s list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We're extremely proud to turn up on Financial Planning's Best Fintechs to Work For list after a year of working from home.
18
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
Category: Resources
You believe it’s important to use tech vendors who understand your challenges and opportunities and are staffed with employees equipped to help you meet those challenges and ta...
14
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: Resources
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
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!
12
May
2020
InvestmentNews and Redtail are teaming up to share Good News from the advisor community
Category: Culture
Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.
06
May
2020
Our CEO joined the TacoTech podcast for Cinco de Mayo
Category: Culture
Redtail CEO Brian McLaughlin joined Torie Happe and Johnny Sandquist on their TacoTech podcast yesterday to talk about how Redtail is maintaining a strong workplace culture dur...
01
May
2020
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.
17
Apr
2020
Redtail’s First Retiree!
Category: Culture
Today, we are celebrating Susan Webb, Redtail's graphic designer, as she is about to become Redtail's very first retiree!
15
Apr
2020
Proud Participants in #TakeoutTuesday
Category: Culture
On Tuesday (April 14th) we invited our staff members to feed themselves and their families while supporting locally owned, non-chain restaurants.