Nexus Strategy Archives - Redtail Technology Mon, 01 Feb 2021 15:07:11 +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 Nexus Strategy Archives - Redtail Technology 32 32 Replay of Panoramix Partner Spotlight featuring Redtail Technology 1/28/21 https://corporate.redtailtechnology.com/replay-of-panoramix-partner-spotlight-featuring-redtail-technology-1-28-21/ Mon, 01 Feb 2021 15:07:11 +0000 https://redtail.flywheelsites.com/?p=33707 On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where they see 2021 going.

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On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where they see 2021 going.

You can view a replay of that discussion by clicking the play button below:

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 CEO Brian McLaughlin interviewed at the WealthTech Winners Circle Podcast https://corporate.redtailtechnology.com/redtail-ceo-brian-mclaughlin-interviewed-at-the-wealthtech-winners-circle-podcast/ Fri, 21 Aug 2020 13:38:15 +0000 https://redtail.flywheelsites.com/?p=22668 Redtail CEO Brian McLaughlin joined Tim Welsh, president of Nexus Strategy, to talk about Redtail Speak and more.

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Redtail CEO Brian McLaughlin joined Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, to talk about Redtail Speak, using Redtail CRM to improve client experience, and a whole lot more! That episode is available at WealthManagement.com 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 Redtail CEO Brian McLaughlin interviewed at the WealthTech Winners Circle Podcast appeared first on Redtail Technology.

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