Advisor Hero Archives - Redtail Technology Tue, 21 Sep 2021 19:09:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.3.1 https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/cropped-favicon-32x32.png Advisor Hero Archives - Redtail Technology 32 32 Read Redtail’s September 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-september-2021-newsletter/ Tue, 07 Sep 2021 16:13:12 +0000 https://redtail.flywheelsites.com/?p=47996 Read our September newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our September 2021 newsletter, delivered today to subscribers, includes the August winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, a new How to Handle series from our Training Team, a new integration, and more! Even if you aren’t a subscriber though, you can still check out the September issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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Read Redtail’s August 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-august-2021-newsletter/ Tue, 03 Aug 2021 18:14:12 +0000 https://redtail.flywheelsites.com/?p=46496 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 . . .

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our August 2021 newsletter, delivered today to subscribers, includes updates to the Redtail CRM contact record, the July winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, an update from our Training Team, best practice pieces from Ricky Redtail, and more! Even if you aren’t a subscriber though, you can still check out the August issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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Read Redtail’s June 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-june-2021-newsletter/ Wed, 02 Jun 2021 16:15:05 +0000 https://redtail.flywheelsites.com/?p=43232 Read our June newsletter for updates to workflow templates, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .

The post Read Redtail’s June 2021 newsletter appeared first on Redtail Technology.

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our June 2021 newsletter, delivered yesterday to subscribers, includes updates to Redtail CRM workflow templates, the May winner(s) of our Best Paw Forward Photo Challenge, a new series on Managing your CRM, and more! Even if you aren’t a subscriber though, you can still check out the June issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post Read Redtail’s June 2021 newsletter appeared first on Redtail Technology.

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Read Redtail’s May 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-may-2021-newsletter/ Tue, 04 May 2021 15:41:45 +0000 https://redtail.flywheelsites.com/?p=43231 Check out Redtail's May newsletter for Brian McLaughlin's Lost T3 interview, the April Best Paw Forward Photo Challenge winner, and more . . .

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our May 2021 newsletter, delivered today to subscribers, includes a guest blog post from Charesse Spiller, the April winner(s) of our Best Paw Forward Photo Challenge, our CEO’s Lost T3 Interview, and more! Even if you aren’t a subscriber though, you can still check out the May issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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Read Redtail’s April 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-april-2021-newsletter/ Tue, 06 Apr 2021 15:24:25 +0000 https://redtail.flywheelsites.com/?p=39181 Check out Redtail's April newsletter for servant leadership tips, the March winner of our Best Paw Forward Photo Challenge, and more . . .

The post Read Redtail’s April 2021 newsletter appeared first on Redtail Technology.

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our April 2021 newsletter, delivered today to subscribers, includes a leadership piece, the March winner(s) of our Best Paw Forward Photo Challenge, T3 survey results, and more! Even if you aren’t a subscriber though, you can still check out the April issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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Read Redtail’s February 2021 newsletter here https://corporate.redtailtechnology.com/read-redtails-february-2021-newsletter-here/ Wed, 03 Feb 2021 14:45:59 +0000 https://redtail.flywheelsites.com/?p=33908 Check out Redtail's February newsletter for upcoming webinars, practice management tips, a fun new challenge, and our latest integrations.

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our February 2021 newsletter, including information on our new Best Paw Forward Photo Challenge, was delivered yesterday to subscribers. Even if you aren’t a subscriber though, you can still check out the February issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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Redtail Advisor Heroes https://corporate.redtailtechnology.com/redtail-advisor-heroes/ Wed, 08 Jan 2020 14:14:15 +0000 https://redtail.flywheelsites.com/?p=7288 We are very excited to announce the kickoff of our #advisorhero campaign, where we have the wonderful opportunity to share the stories of advisors or offices who are inspiring us.

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At Redtail, we are truly honored each day to get to know so many financial advisors as well as the operational staff members that support their businesses. Whether learning more about their practice via a support call, during an industry event or at a Redtail University session, it always makes an impact on our team members to see and hear how the people that we support are supporting and uplifting those in their communities.

With that in mind, we are very excited to announce the kickoff of our #advisorhero campaign, where we have the wonderful opportunity to share the stories of advisors or offices who are inspiring us.

Like the clients they serve, each and every financial advisor has their own story to tell. Their stories may be regularly punctuated by challenge and adversity; they are often clearly buoyed by moments (or years) of self-sacrifice to benefit others; and, in some cases, they are distinctly defined by an advisor’s drive to serve a demographic they felt was underserved in their market. Regardless, their stories are unique and generally go untold; with our #advisorhero campaign, we hope to be able to shine a bright light on the amazing stories many of the advisors we work with are writing through the services they are performing in their communities and beyond.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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