Redtail CEO Brian McLaughlin recently joined Nicole Casperson at InvestmentNews for a 3Questions segment. In their short conversation Brian discusses how the pandemic has further underlined the value of CRM’s importance in financial services as well as discussing why Redtail so highly values education as a fintech provider. That episode is available here.

“Think of the threads of your communication with your clients as ongoing conversations, meant to build rapport and trust. Take advantage of the different communication channels available to you to broaden those conversations.” David Mehlhorn, Director of Sales at Redtail, recently shared his thoughts on how essential it is that you arm yourself with data in order that you might better meet the challenge of customizing your communication efforts with clients.

You can read “3 tips for customizing client communication” at InvestmentNews here.

How has the financial services industry weathered working from home over the past six months and how will this impact operations moving forward? Jeff Benjamin published a recent piece at InvestmentNews considering these questions and included Redtail’s Director of Sales David Mehlhorn among those he interviewed for the story. You can read the full InvestmentNews piece here.

Nicole Casperson published a piece yesterday at InvestmentNews looking at some of the ways technology providers are deploying tools to help advisors brace for the new regulatory requirements as a result of Reg BI.

Along with representatives from Broadridge, InvestorCom, Morningstar, RIA in a Box, and Riskalyze, Redtail’s Director of Sales David Mehlhorn shared information about what Redtail has put in place to assist advisors with Reg BI compliance. You can read the full InvestmentNews piece here.

Redtail’s Director of Sales David Mehlhorn joined Matt Ackermann at InvestmentNews to discuss the kickoff of our upcoming partnership where we’ll be highlighting some of the good news coming out of the advisory community. You can watch that short video intro here.