Episode 14: Redtail's Brian McLaughlin Discusses CRM

RIAcast

27:29

Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…

8 years ago 24:38

MP3•Episode home

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.

19 episodes

#Business #RIAcast LLC

Episode 14: Redtail's Brian McLaughlin Discusses CRM

RIAcast

published 8 years ago

MP3•Episode home

19 episodes

#Business #RIAcast LLC

All episodes

1
Ep. 16: The CIO Roundtable, Part 1 27:32

5 years ago27:32

27:32

1
Ep. 1, Transition Success Series, featuring Fidelity: Wealth Alliance's Gary Decker and Fidelity's Andy Burgess 28:47

7 years ago28:47

28:47

On this first episode of a planned RIAcast Transition Success Series, featuring Fidelity, we speak with Gary Decker, RIA Wealth Alliance Advisory Group's President and CEO as well as Fidelity Vice President Andy Burgess. Gary and Andy discuss their successful collaboration after Gary and his colleague's breakaway from a traditional brokerage firm. Gary and Andy discuss with Matt, among other things: The impetus for Gary's going independent * How Gary worked through the challenges of going from an employee to a business owner * How Andy walks advisors through the process after they decide to breakaway from a traditional brokerage firm * The biggest challenges Gary faced in his transition * Gary's advice for advisors considering going independent * Andy's take on how breaking away has changed for advisors facing non-Protocol transitions.…

1
Special Edition Episode 1: No Protocol, No Cry 11:03

7 years ago11:03

11:03

This special edition episode of RIAcast was prompted by Morgan Stanley's departure from the Protocol this past Friday, November 3, 2017. Morgan Stanley's Protocol exit has caused considerable buzz and debate in the industry. In this episode, Matt provides an overview of some of the salient legal considerations for advisors facing non-Protocol transitions. Successful non-Protocol transitions are common, when handled appropriately. The content contained in this episode is meant for informational purposes, should not be relied on, and should not be construed as legal, investment or tax advice. This podcast may be considered ATTORNEY ADVERTISING. Prior results do not guarantee similar outcomes.…

1
Episode 15: Interview with Trust Company of America CEO Josh Pace 23:06

7 years ago23:06

23:06

On RIAcast's 15th episode, we speak with Trust Company of America (TCA) CEO Josh Pace. TCA is an independent RIA custodian. Josh and Matt discuss, among other things: TCA's consultative approach * its MMX initiative * TCA's use of data to advise its clients * the biggest challenges facing custodians * what the next generation of advisors is going to look like * Josh's non-profit Bicycles for Humanity…

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Episode 14: Redtail's Brian McLaughlin Discusses CRM 24:38

8 years ago24:38

24:38

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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Episode 13: Ashland Partners' Richard Kemmling Discusses GIPS and Performance Standards 24:16

8 years ago24:16

24:16

On this episode, we speak with Richard Kemmling, President of Ashland Partners, an accounting firm that provides due diligence solutions to the financial services industry. Ashland Partners is the largest provider of Global Investment Performance Standards (GIPS) verification services. Richard and Matt discuss, among other things: Richard's background * His vision as Ashland Partners’ President * The increasing demand for GIPS compliance * Performance composites * GIPS marketing standards * Common mistakes by breakaways and performance documentation * Richard's passion for scouting.…

1
Episode 12: eMoney Advisor's Ed O'Brien Discusses Fintech 24:38

8 years ago24:38

24:38

On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently facing eMoney * eMoney’s launch of its enterprise division * Where Ed sees digital advice in 5 years * His passion for National Parks…

1
Episode 12: eMoney Advisor's Ed O'Brien Discusses Fintech 24:38

8 years ago24:38

24:38

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Episode 11: RightSize Solutions' Wes Stillman Discusses Cybersecurity 22:53

8 years ago22:53

22:53

On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of cybersecurity issues. Wes and Matt discuss, among other things: The most significant cybersecurity threats facing RIAs * How firms can test their technology security * Best practices to avoid smartphone vulnerabilities * Backup strategies * The most common cybersecurity mistakes being made by RIAs * The most exciting advancements in cybersecurity…

1
Episode 10: Interview with Bill Van Law, President of Raymond James' Investment Advisors Division 24:31

8 years ago24:31

24:31

On this episode, we have an insightful conversation with Bill Van Law, President of Raymond James’ Investment Advisors Division. Bill and Matt discuss, among other things: Bill's vision as President of Raymond James’ Investment Advisors Division * The top bases for existing RIAs transitioning custodians to Raymond James * Common thinking in the investment advisor space that Bill thinks is wrong * Bill’s general advice to breakaway advisors * How RIAs can compete with wirehouses providing significant transition packages * Bill's passion for aviation…

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Episode 9: Interview with Gino DeRango, Managing Director of Institutional Sales for TD Ameritrade 23:16

8 years ago23:16

23:16

On this episode, we have an engaging conversation with Gino DeRango, Managing Director of Institutional Sales at TD Ameritrade Institutional. Gino and Matt discuss, among other things: Gino’s leadership role at TD Ameritrade * RIAs and fee flexibility * Gino’s favorite aspect of working with investment advisers * Growth vs. retention of clients * A memorable recruiting war story * What advisers should focus on more * and Gino's broken record advice to breakaway brokers.…

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Episode 8: Interview with Shirl Penney, CEO of Dynasty Financial Partners 24:22

8 years ago24:22

24:22

On this episode, we gain insight into Dynasty Financial Partners through our conversation with its CEO and Co-Founder, Shirl Penney. Among other topics, Shirl and Matt discuss: Dynasty's service model * Shirl’s predictions about a Trump administration’s impact on the RIA space * Why Dynasty offers its employees equity * The biggest challenges facing Dynasty * What the best advisors are doing differently * Shirl’s charitable passions and interest in thoroughbred racing…

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Episode 7: Fidelity's David Canter Provides Key Practice Management Insights 26:15

8 years ago26:15

26:15

In this episode, we have an in-depth conversation with David Canter, Executive Vice President and Head of the Practice Management & Consulting Group at Fidelity Clearing & Custody. David provides invaluable practice management insights useful for any RIA. Among other topics, David and Matt chat about: David's primary vision for Fidelity’s Practice Management and Consulting Group * David's view that the industry is headed toward concentration * How investment advisers can increase referrals * What good first steps RIAs can take towards succession planning * Fidelity’s “Mystery Shopping” initiative.…

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Episode 6: Interview with Evan Roth of BBR Partners, Ranked #6 Independent Advisory Firm by Barron's 29:10

8 years ago29:10

29:10

On this episode, we have an entertaining and insightful chat with Evan Roth, co-founder and co-Managing Partner of BBR Partners. In August of this year, Barron's ranked BBR Partners as the #6 Independent Advisory Firm. BBR Partners currently serves more than 120 clients and over $11.5 billion in assets under management. Among other topics, Evan and Matt discuss: The idea behind starting BBR Partners * How BBR grew to its large size * BBR as a Manager of Managers * Evan’s favorite aspect of advising clients * His podcast, Breaking the Mold * As a native Kentuckian, Evan's favorite bourbon.…

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Episode 5: Interview with Bob Oros, Head of Fidelity's RIA Segment 29:45

8 years ago29:45