What makes an advisory practice great, and holds everything together?
The answer – CRM.
In this episode, Matt Ackermann is joined by Brian McLaughlin, CEO of Redtail. Matt and Brian discuss Brian’s journey to creating Redtail and how he saw the need for advisors to strengthen client relationships, improve efficiency, and how this led to creating an integratable CRM tool that helps so many advisors and companies get and stay organized .
Brian discusses:
- What inspired him to create Redtail
- How advisors can interact with a CRM tool and why so many don’t use it to its full potential
- What’s to come in the industry and how Redtail will adapt to the changes
- What he wishes he could have done differently as an entrepreneur
- And more
Related: Working as an Independent Advisor With Louis Diamond & Robert Sandrew