David Mehlhorn Archives - Redtail Technology

09 Sep 2021

David Mehlhorn, our Director of Sales, joined the AFO Wealth Management Forward podcast

Category: FinTech Industry

Redtail Director of Sales David Mehlhorn recently joined The AFO Wealth Management Forward podcast for a wide ranging conversation about Redtail CRM.

02 Dec 2020

Read Redtail’s December 2020 newsletter here

Category: Monthly Newsletter

Check out Redtail's latest newsletter for our survey results, holiday resources, upcoming webinars, and helpful practice management tips.

30 Nov 2020

3 tips for customizing client communication

Category: Best Practices

David Mehlhorn, Director of Sales at Redtail, shares his thoughts on how advisors might best meet the challenge of customizing communications for clients.

15 Sep 2020

Is working from home the new normal?

Category: FinTech Industry

How has the financial services industry weathered working from home over the past six months and how will this impact operations moving forward?

11 Sep 2020

Redtail is a 2020 Wealthies Awards Winner!

Category: Awards/Recognition

We are thrilled and honored to be named the Winner in WealthManagement.com's 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile app...

24 Jun 2020

Fintechs zero in on Reg BI as deadline looms

Category: FinTech Industry

Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.

12 May 2020