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18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin
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:
Connect With Brian McLaughlin:
Connect With Matt Ackermann:
About Our Guest:
Redtail co-founder Brian McLaughlin believed from the beginning that their CRM solution could satisfy an unmet need in the industry: a web-based client relationship management tool to provide advisors anytime, anywhere access to their client and calendar data.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Brian McLaughlin is CEO of Redtail and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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By Matt Ackermann
3.8
66 ratings
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:
Connect With Brian McLaughlin:
Connect With Matt Ackermann:
About Our Guest:
Redtail co-founder Brian McLaughlin believed from the beginning that their CRM solution could satisfy an unmet need in the industry: a web-based client relationship management tool to provide advisors anytime, anywhere access to their client and calendar data.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Brian McLaughlin is CEO of Redtail and is a separate entity and not affiliated with Integrated Partners and LPL Financial.