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Redtail Technology > News >
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. (Pa...
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 Redta...