Technology in today’s environment has shifted how clients find financial advisors, how they interact with them, and even how they collaborate to create financial plans. Join Joel Bruckenstein and a panel of guests including Rick Williamson, Redtail’s Director of Training, for a dynamic panel discussion to hear how advisors are using technology to run their businesses.

Topics will include:
• Maximizing your client journey for ultimate scalability
• How to get a deep understanding of your clients to provide more personalized and valuable advice
• Delivering an intuitive advisor and client experience
• Lead generation tools and tactics that convert leads to clients
• A glimpse of T3 Advisor and T3 Enterprise Conferences

Moderator: Joel Bruckenstein

Panelists:
• Rick Williamson, Director of Training, Redtail
• Sarah Rasmuss, Chief Product Office, CircleBlack
• Andrew Rogers, Senior Product Manager, Carson Group
• Diana Cabrices, VP of Enterprise Development, Snappy Kraken
• Matt Thompson, Head of Training, MoneyGuide

Register now to watch a replay of this discussion here.

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.

“In honor of the return to travel, we have a special podcast episode for you. We have been referring to this as “The Lost Interview,” since I recorded it last February [2020] at the T3 Advisor Conference. Remember when we used to have conferences? Well, Brian McLaughlin, CEO of CRM vendor Redtail Technology and I used to geek out over gadgets whenever we saw each other at conferences, so I thought it would be interesting to go through his travel bag and have him talk about all of the stuff he carried around.” ~Craig Iskowitz

Pre-pandemic, Redtail CEO Brian McLaughlin joined Craig Iskowitz, founder and CEO of Ezra Group, to talk about all those things they carry that make life on the road easier. Laptop stickers, Oregon Ducks football, and white noise are also discussed. That conversation is now available for the first time here.

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.

What do you think of the various components of your software suite? This annual survey produced by Joel Bruckenstein and Bob Veres dives deep into the solutions advisors say they are using to run their practices, as well as their satisfaction levels with those solutions. Everything from CRM and Risk Tolerance tools to Custody and Broker Dealer platforms are typically covered in these surveys, as well as analysis of such questions as which tools advisors consider their most valuable software.

The T3 Software Survey is always valuable to us as it provides insight both into what we might be doing better as well as into which new solutions in the industry we should be integrating with (if we haven’t already). It is also valuable to advisors as they can see what other offices are using and happy with that may help them address challenges within their offices. You can see last year’s survey results here to gather a better idea of the depth and value of this survey.

We encourage you to take ten minutes at your convenience to complete this survey and express your opinions about the software solutions you use to run your business.