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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.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
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...
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
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.
“It’ll bake off!”: looking back with gratitude and forward with hope
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!
InvestmentNews and Redtail are teaming up to share Good News from the advisor community
Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.
Our CEO joined the TacoTech podcast for Cinco de Mayo
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...
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.
Redtail’s First Retiree!
Today, we are celebrating Susan Webb, Redtail's graphic designer, as she is about to become Redtail's very first retiree!
Proud Participants in #TakeoutTuesday
On Tuesday (April 14th) we invited our staff members to feed themselves and their families while supporting locally owned, non-chain restaurants.
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 2.0!
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