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.