On this episode, Matt chats with Brian McLaughlin, CEO and Founder of Redtail Technology. Redtail has the largest RIA market share for client relationship management solutions delivered on a web-based platform. Brian and Matt...Read More
About RIAcast's Host:Matt Baum, Esq. is an active securities and commercial litigator. He is a Partner at Ellenoff Grossman & Schole LLP. Matt's practice focuses on representing financial industry participants, including broker-dealers, advisors, and investment advisory firms. He represents clients in customer and industry disputes, FINRA and SEC Enforcement proceedings and investigations, securities licensing issues, employment matters, transitions, arbitrations, and court actions.
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Episode 14: Redtail’s Brian McLaughlin Discusses CRMJun 28, 2017