Anthony Donato

[StreetCred PR @StreetCred_PR]

🚨NEWS DROP🚨

@orionwealthtech launches @RedtailCRM Campaigns, the industry’s first CRM-centric advisor marketing suite. Powered by @SnappyKraken, Redtail Campaigns empowers advisors and firms with a supercharged new set of RIA marketing and tech tools.

https://t.co/F5bolWsonx

[Alexandra Zendrian @azendrian]

This is definitely a case of 1+1+1= a million. @Orion_OAS + @RedtailCRM + @SnappyKraken makes for a powerful, CRM-centered marketing tool that will help drive new business and deepen client relationships with hyper-personalized campaigns https://t.co/NYzmmeiwfW #MarketingSuccess

[Redtail Technology @RedtailCRM]

📢 Introducing Redtail Campaigns 📢

Fresh, tailored content + “always-on” marketing automation technology = engaged clients and prospects + time and energy saved. Redtail Campaigns makes this marketing equation possible!

Learn more 👉 https://t.co/xcGej6xjGR

[Redtail Technology @RedtailCRM]

#RedtailTips Use the Birthday Reminders Report to capture a list of clients with upcoming birthdays! Whether you send handwritten cards or make a quick phone call, capture a list of who to connect with quickly! - Nora Gallegos, Redtail Trainer

[Kyle Hiatt @kyleh2]

Who let the dogs out?
Welcome to the @Orion_OAS @orionadvisor family @RickyRedtail @RedtailCRM @redtailtech @redtaildavid
https://t.co/z3C7kGE3nV

[Redtail Technology @RedtailCRM]

#Fintech development and Moore's Law is currently being challenged; @redtailtech penned a piece for @finplan about how advisors can streamline workflows during this period: single portal access and the use of #ArtificialIntelligence. https://t.co/5g8rCkDyZ0

[Redtail Technology @RedtailCRM]

#RedtailTips Integrate your systems! If you find yourself entering data twice, look into possible connections. This may be as simple as turning on a Retriever Sync or looking into working with one of our Integration partners to make your day to day tasks easier!

[Redtail Technology @RedtailCRM]

Advisers are meeting their clients where they are -- over text. That's why we launched Speak - a standalone texting/chat solution available to all - with a deep integration for Redtail CRM users! 🚀 https://t.co/LXt0opGZ19

[Redtail Technology @RedtailCRM]

📣 Redtail Speak Unleashed! 📣

Check out the new efficiency-driving features in this secure, modern, standalone texting/chat solution available to all - with a deep integration for Redtail CRM users! 🚀

Learn more about Speak here 👉 https://t.co/eWdietSK1T

[Nitrogen @NitrogenWealth]

🚀 Welcome to Palm Springs! We're so glad you're here. #FISummit

[Anthony Donato @RedtailTonyD]

@azendrian @AdviceTechLIVE Thank you!

[Redtail Technology @RedtailCRM]

We’re proud to be sponsoring this year's #AdviceTechLIVE virtual showcase taking place on 8/19. Register today and learn more about addressing client engagement, financial wellness, and advice accessibility 👉 https://t.co/S4F8KRE4yf

[Nitrogen @NitrogenWealth]

The @MobileAssistant CEO Roundtable is back! Join an incredible group of #fintech thought leaders as they discuss the tough decisions they’ve made this past year and share insights on what proved critical to their success. Save your spot today! https://t.co/7DwT5fpJh8

[Redtail Technology @RedtailCRM]

#RedtailTips Track everyone’s tasks with the Workflow Task Report. You can filter by a specific date range, template, open vs. completed tasks or even User/Team! Check out the Workflow Diagram or the Workflow Checklist Report for more unique workflow reports. - @redtailaustinj

[Redtail Technology @RedtailCRM]

Join us tomorrow, April 21, at 10am PT for a Best Practice Partner Spotlight with @FMGSuite

Familiarize yourself with tech solutions you may not currently be using that could benefit your office.

Save your seat today ➡️ https://t.co/bSpBsVq1S0

[Redtail Technology @RedtailCRM]

Has your communication strategy adapted to the future? #FearlessWeek

Redtail’s AdvisorComms survey from 2019 showed us that more than 94% of advisors are not tailoring their communication beyond age, gender, education and income. #MissedOpportunities

[Redtail Technology @RedtailCRM]

What are the new ways you can provide the services you are already used to providing?

The services are not going to change, your goals are always going to be helping your clients build their wealth.

The change is in the way you execute that goal... #FearlessWeek

[Redtail Technology @RedtailCRM]

According to Redtail’s 2020 AdvisorComm survey, over 80% of advisors have adapted to using video or other remote conferencing tools to communicate with their clients. #FearlessWeek

[Brian McLaughlin @redtailtech]

What a fun time tonight!! Loved seeing so many of the 'Tailers at our first ever #wfh trivia night!!

[Redtail Technology @RedtailCRM]

Social distancing doesn't stop our Redtailers from a good competition. Tonight we hosted our first Virtual Trivia Night hosted by @RickyRedtail and @Redtailtech! Cheers from all of us at Redtail! 🍻 #virtualhappyhour #TriviaThursday