Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Redtail Technology > News >
20 Jul 2021
Cognitive Biases_Feature Image
Redtail’s Director of Training, Rick Williamson, has cognitive bias on his mind
Category: Best Practices
WealthManagement.com recently published Rick Williamson's piece, "Three Cognitive Biases That Could Be Hacking Your Culture". Here, he offers some additional thoughts on the...
15 Jul 2021
Redtail Technology Expands Training Department, Relaunching Redtail University in Person in 2022
Category: Press Release
Rick Williamson has been promoted to be Redtail Technology’s Director of Training and will lead their 2022 RTU Live efforts.
08 Jul 2021
Best Practices header
What the pandemic revealed to financial advisors about connecting with their future clients
Category: Best Practices
As we transition to a post-pandemic future, there’s no putting the genie back in the bottle with regard to the service and experience options our clients will expect moving ...
27 Aug 2020
Rick Williamson adapt to the future fearless week
If you missed Riskalyze’s Fearless Week, you also missed Ricky Redtail’s Adapt to the Future session
Category: FinTech Industry
We are excited to be able to share the Adapt to the Future session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
10 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Part 2)
05 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 1
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack.
14 Mar 2018
brian and rick in ny
7 Things That Happened To Brian And Rick On A Trip To NYC Before, During And After Winning The Family Wealth Report Client Communications Award (In The Midst Of A Major Winter Storm)
Category: Awards/Recognition, Culture
It is a great honor for us to be recognized in these awards, and testament to the hard work that our team has put into the development of Redtail Speak over the last two yea...