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Episode 14: Redtail's Brian McLaughlin Discusses CRM
Manage episode 181885138 series 1259032
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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 * Brian's passion for weather and planes.
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