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Redtail Technology > News >
13 Apr 2022
Wealth Tech Americas Awards 2022
Redtail is a winner at the WealthTech Americas Awards 2022!
Category: Awards/Recognition
Redtail is honored to be named the winner of the WealthTech Americas 2022 CRM Solution Provider award in the US categories.
01 Mar 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s March 2022 newsletter
Category: Monthly Newsletter
Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, and more.
08 Feb 2022
Redtail Blog Feature Graphic - Best Practices
Leadership Lessons From ‘Zombieland’: Know Yourself and Your True Strengths
Category: Best Practices
WealthManagement.com recently published Rick Williamson's piece, "Leadership Lessons from Zombieland: Know Yourself and Your True Strengths". Access it here.
08 Oct 2021
Blog Feature - Riskalyze Conference Keynote
Rules for Advisors to Survive Zombieland: Rick Williamson’s presentation from FIS 2021
Category: FinTech Industry
We are excited to be able to share the Rules for Advisors to Survive Zombieland session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
28 Sep 2021
Best Practices header
The Role of Education in Financial Technology Adoption
Category: Best Practices
Redtail's Rick Williamson breaks down three ways to create useful training environments for advisors across backgrounds and learning styles.
07 Sep 2021
Best Practices header
Delivering Digital Planning Experiences: Tech Best Practices panel discussion on September 9!
Category: Best Practices
Join us for this dynamic panel discussion hosted by Joel Bruckenstein to hear how advisors are using technology to run their businesses.
03 Aug 2021
Redtail newsletter
Read Redtail’s August 2021 newsletter
Category: Monthly Newsletter
Read our August newsletter for updates from our Training Team, a couple of Best Practice pieces, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more ....
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 to...
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 for...