Redtail Blog

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

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Blog

2 days ago

Built for the Connector: Why Redtail’s Refresh Is About More Than Just Looks

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Blog

2 years ago

Release Note Focus: AI assistant now available in Redtail Speak

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Redtail release notes highlight

Blog

1 year ago

Release Note Focus: AI chat assistant auto-complete in Redtail Speak

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Blog

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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