Episode 14: Redtail's Brian McLaughlin Discusses CRM RIAcast

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.