Wealthies Circle

Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology


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Do you know how to use technology to communicate with your clients regularly while also freeing up your valuable time? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Brian McLaughlin, CEO of Redtail Technology. Redtail Technology won a Wealthy award in 2019 in the Technology Providers CRM … Continue reading Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology →
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Wealthies CircleBy WealthManagement.Com