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 discuss, among other things:
- The founding of Redtail;
- Redtail’s mantra of “create raving fans”;
- Favorite war stories of RIAs successfully using CRM;
- How advisors can better use data;
- New initiatives at Redtail that Brian is most excited about; and
- Brian’s passion for weather and planes.
For more information about Redtail, please click here.