nora gallegos

[nora gallegos @RedtailNora]

Can it be?! Two years in a row!!! 👏🏼👏🏼🙌🏼🙌🏼🙌🏼 Go team, go!!!

[Redtail Technology @RedtailCRM]

The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one of the highest ratings on the board)! Thank you to our raving fans and partners! https://t.co/uT45cZIxd9

[Redtail Technology @RedtailCRM]

Are you texting your clients? Do clients text you?
Compliance concerns are paramount when adding texting to your communications mix.
Check out these suggested dos and don'ts from Redtail's Relationship Manager, Dusty Russell ➡️ https://t.co/JvG1jG3xWl via @investmentnews

[nora gallegos @RedtailNora]

Workflow=process (ongoing and repeatable)
Activity=project (one-time and unique)

Join our workflow webinar series each Thursday at 11am PST this month to learn more!

[Redtail Technology @RedtailCRM]

#RedtailTips - Redtail Tips Tuesday
Workflows offer you an incredibly flexible process management tool to keep you on track for events, guide onboarding, and assist with internal to-do items like monthly newsletters. If it’s a multi-step process, a Workflow’s in order. #workflows

[nora gallegos @RedtailNora]

It's here, folks!!!! #RetrieverCloud

[Redtail Technology @RedtailCRM]

Drum Roll! 🥁 Introducing Retriever Cloud integrating contacts and calendar with Office 365 ➡️ https://t.co/iDkOsyJzHz #RetrieverCloud #FinTech #NewFeature

[nora gallegos @RedtailNora]

@cstarcher0 @RedtailNora @JambaJuice @pitayaplus @AquaNicaragua Lol! We work where we want, right? Pinas, white sand, clear water ahhhhh! 🙌🙌

[nora gallegos @RedtailNora]

@JUDiJAiKRAZi what's next for you on TV?!?

[Kivvik @KivvikInc]

#advisors can now autocreate Activities in @RedtailCRM for client life events. http://t.co/RBvAZ5AY2v #StayInvested http://t.co/MS4qf7n2OT

[nora gallegos @RedtailNora]

The integrated life is so much easier! https://t.co/Ihdn4h0pYw

[Redtail Technology @RedtailCRM]

Partner Spotlight webinar, Integrating Advicent Solutions with Redtail, next Thursday, August 27. Register here: http://t.co/bPHpX69eZy

[Brian McLaughlin @redtailtech]

@RickyRedtail killing it at #eMoneySummit15 @RedtailCRM

[Redtail Technology @RedtailCRM]

http://t.co/GPxQHnuT4c

Our Advisors learning best practices at RTU in Dallas! #t32015

[nora gallegos @RedtailNora]

Wrapping up #rtu #T32015

[nora gallegos @RedtailNora]

Happiest staff in the world! #T32015

[nora gallegos @RedtailNora]

Advisor session! #T32015

[nora gallegos @RedtailNora]

Redtail University. . . class is in session! #T32015

[Redtail Technology @RedtailCRM]

We're so excited about this new relationship with @LPL. Looking forward to working more closely with everyone there: http://t.co/o1ioiFwy3O

[ThinkAdvisor @ThinkAdvisor]

Only 18% of advisors target millennials as new clients, @ThePrincipal found: http://t.co/NbPamCU5HX

[nora gallegos @RedtailNora]

"@DanielleArce: How I feel when someone compliments my stand-up sets or my videos on YouTube... http://t.co/9c5eCKSxjC" You crack me up!!