September 14, 2018

FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
August 7, 2017

Redtail’s Improved Mobile App Aims to Impress

At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
May 25, 2017

Five Essentials of a Working CRM Solution for Advisors

What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
August 18, 2016

Redtail and FMeX Simplify the Marketing Process for Financial Advisors

In March of 2016, when I reviewed FMeX (Financial Media Exchange) in “A Fresh, and Cheap(er) Approach to Digital Marketing,” my first impressions of the platform’s […]
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