Redtail Blog

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

dog looking up in front of a christmas tree

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1 month ago

Redtail’s 2025 Rewind: 4 Highlights That Made this Year One to Remember

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Golden retriever resting before writing a letter to Santa

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1 month ago

Holiday Outreach Doesn’t Have to Be a Nightmare Before Christmas

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corgi dog in the fall wearing a witches hat

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2 months ago

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

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Redtail CRM Workflow Resources
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Release Note Focus: Updated look for Redtail CRM's login and subscription pages
Release Notes
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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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