Jonathan Maddock

Subject Matter Expert for Redtail CRM. Natural Hype Man & Positivity Aficionado.

[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

[Rachel Cameron @rachiecamie]

Really admire all of the trust @horstschulze places in employees to build excellent organizations. He gives each employee a $2000 authority to do what needs to be done to keep customers 🤯 #FISummit

[Redtail Technology @RedtailCRM]

Who let the dogs out?! 🐶🏆 2019 Wealth Management Industry Award Winners - Technology Providers: CRM

Big thank you to all our raving fans who helped us get here - we couldn’t do it without you.

Congratulations to all the #Wealthies winners! #WMIA19

[Jonathan Maddock @Redtailjonathan]

Thank for the love! Hope to do more of these with you all! @RealWealthMedia

[Envestnet @Envestnet_]

Envestnet | MoneyGuide recently updated MyBlocks to include a self-registration feature, integrations with @Yodlee, and enhanced prospecting with @RedtailCRM. Learn more: https://t.co/3kjBgHlDpm

[Orion WealthTech @orionwealthtech]

Our new two-way data sync with @RedtailCRM is live! Contact record updates made in either system automatically flow through to the other, eliminating the need for duplicative l data entry! More: https://t.co/0y4KtlDhMZ

[Redtail Technology @RedtailCRM]

#FinTech #Advisors Join us as we spotlight @intulse , a new Redtail partner! July 23 at 11:00am Pacific, tune in as we show you how Intulse integrates with your Redtail CRM. Register here ➡️ https://t.co/PKT4jGdSof

[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

[Redtail Technology @RedtailCRM]

Join us Wednesday, July 17th, at 10am PDT for a Practice Management Spotlight with @acmejla, founder of Integrated Consulting & Advisory Solutions. Tune in to learn more about taking your existing workflows and supercharging them. Register today ➡️ https://t.co/fZSc0yqBzB

[Jonathan Maddock @Redtailjonathan]

@TorieHappe You say it like its a bad thing, it's all I wear at the office. #SlidesNSocksMovement

[Jonathan Maddock @Redtailjonathan]

Thank you to our #RavingFans at Core Financial Group for spending the day brain storming, talking workflows and going down the famous Redtail slide during an In-Office Training last week! Here’s to many cups of coffee. #redtailrocks @RedtailCRM

[Jonathan Maddock @Redtailjonathan]

Come check me out! Get that data rockin'!

[Redtail Technology @RedtailCRM]

Tune in tomorrow, May 30, at 11am PDT for our Weekly Training Series.
It’s easy when we are constantly busy to create bad CRM habits. Over time, those bad habits will lead to bad data. Join @Redtailjonathan to learn how to clean up those bad habits. ➡️ https://t.co/XFDRiLIcNX

[Redtail Technology @RedtailCRM]

We’re finishing out the work week with @golden1cu in our Sacramento HQ office for CRM training with @Redtailjonathan! #RedtailTechnology #FinTechFriday

[Redtail Technology @RedtailCRM]

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

[Jonathan Maddock @Redtailjonathan]

#workwhereyouwant 💪🏼

[Redtail Technology @RedtailCRM]

We have something awesome in the works. Find out more on 4.10.19 #fintech

[Redtail Technology @RedtailCRM]

Join @Redtailjonathan April 3rd at 11am PST for a partner webinar. Learn all about the prospecting cycle and our partnership with @advisorwebsites! Register today ➡️ https://t.co/XshA9kEV1S

[Hayley Mandrup @redtailhayley]

Thank you to everyone who joined me and @Redtailjonathan today! #redtailmalcolm was there too! Recorded version will be available at https://t.co/veNliCPqoe

[Redtail Technology @RedtailCRM]

A day full of Redtail and @orionadvisor training, followed by a night at the 2019 Superbowl Stadium! #Ascent2019 @redtailtech @RickyRedtail @redtaildavid @redtailhayley @Redtailjonathan @MBStadium

[Redtail Technology @RedtailCRM]

#RedtailTips - Redtail Tips Tuesday
#Newfeature When using the “Assign Keyword” feature as a bulk option from your Advanced Search page, you can now create new Keywords from that screen, rather than selecting only from Keywords that already exist in your database.

[Jonathan Maddock @Redtailjonathan]

@redtailhayley and I will be holding down the training sessions! Come and learn more about the power of @RedtailCRM

[Redtail Technology @RedtailCRM]

Seats are limited, but there's still time to register. We're teaming up with @orionadvisor and we have a full agenda including 1-on-1 training opportunities and a Redtail roadmap from CEO, Brian McLaughlin @redtailtech Save your seat today! ➡️ https://t.co/iH7FOVcl4I