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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 25

CRM for Financial Advisors

David Mehlhorn of Redtail Technology - A Leading Web-Based CRM for Financial Advisors

In this episode, Rob and Rory speak with the Director of Sales at Redtail Technology, David Mehlhorn. Redtail Technology is a core financial services solution offering thousands of advisors daily assistance with running their businesses. As the first cloud-based CRM for financial advisors, they continue to revolutionize the client-advisor relationship through a robust feature set that integrates with hundreds of industry partners. Mehlhorn provides insight into the onboarding process and emphasizes the importance of repeatable processes that helps establish a great user experience. He also explains how using their technology can enhance a firm’s marketing efforts by getting the right information in front of the right people at the right time. Mehlhorn also discusses the competitive advantage Redtail has over larger CRM platforms since they have specifically tailored their solution for financial advisors and have years of customer feedback to support it. David touches on how redtail integrates with over 20 planning software solutions to help advisors communicate that holistic picture to clients. Whether you are looking to adopt a cloud-based platform for your firm or you simply want to learn more about what Redtail has to offer, this is not an episode you want to miss!

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