Redtail CEO Brian McLaughlin recently joined a CEO panel webinar to discuss strengthening your client relationships during the transition to virtual offices.
Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year
In July of 2020, Redtail Technology conducted the “Working Remotely” survey to learn more about how financial advisors and their staff adapted to remote work environments