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 Wealth Management Industry Award in 2019 in the Technology Providers CRM category for Redtail Speak, which offers a compliant way for advisors to text clients and collaborate with their staff in real-time. Now, Brian unpacks Speak’s features and the biggest tech challenges for today’s advisors.
In this episode, you’ll learn:
- How Brian helps advisors ease into the adoption of new technology
- Whether we’ve reached the point where advisors and robots can co-exist harmoniously
- What the future might hold for screen scraping
- What outcomes Brian expects from the current wave of consolidations in the finance industry
- And more!
Tune in for tech insights and an overview of Redtail Speak.