Redtail Blog

Tips, trends, and best practices to help financial advisors serve clients and simplify their day.

corgi dog in the fall wearing a witches hat

Blog

1 month ago

The Scariest Thing in Your CRM Isn’t a Ghost… It’s an Empty Contact Record

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terrier jumping mid-air catching an american football

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2 months ago

The Playbook to Great Client Service? Smarter Segmentation for Stronger Searching.

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two french bulldogs wearing sunglass resting by a meadow and ocean on a hot day

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4 months ago

Why the Dog Days of Summer can be your Secret Weapon to Client Connections

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Practical projects for pandemic downtime: starve your distractions, feed your focus
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Practical projects for pandemic downtime: password managers and integrations
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Practical projects for pandemic downtime: develop a communications plan
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Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance
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Ready to Adopt Texting? Keep These Dos and Don'ts In Mind
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Redtail's CRM Toolkit Series 2020: An Introduction
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Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
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