David Mehlhorn

Dad to 3 crazy boys | Husband | Small Business Owner | Sports Enthusiast | Coach

[Main Management @MainManagement]

Join us at @Orion_OAS 's Annual Conference for a great opportunity to connect with members of our team, including Kim Arthur, Darol Ryan, Davis deBoisblanc, Hartly Hutchings, Robb Weiland, Marissa Ditler, Wayne Seaman, and Jim Taylor!

Register now at https://t.co/TtHku79lWF, and use code PARTNER24 for $100 off attendee registration before February 12, 2024! #OrionAscent

Click here to watch the overview video for 2024 Ascent:
https://t.co/qKL50r2bgh

[StreetCred PR @StreetCred_PR]

🌟NEWS: CONFERENCE🌟

@orionwealthtech has unveiled the initial agenda and speaker line-up for #OrionAscent 2024, held March 12-15, 2024, at the Marriott Marquis San Diego Marina, overlooking the picturesque San Diego Bay.
https://t.co/cK7ilrgZTh

[Wealth Management @wealth_mgmt]

Congratulations @Orion_OAS, winner of the TECHNOLOGY PROVIDERS: Unified (All-In-One) Systems category of the 2023 Wealth Management Industry Awards! #Wealthies

[David Mehlhorn @TGEDavid]

👀

[Matt Halloran @MattGPTHalloran]

So…are you headed to #OrionAscent ? How much influence do you have right now? Take our free Influence Analysis to find out & get your personal score. Only takes 5 min! Then come to our booth to see what your score means!
https://t.co/QHAhDdRZq2

[StreetCred PR @StreetCred_PR]

🚨NEWS🚨

@RedtailCRM has announced major enhancements to Redtail Imaging – its compliant, secure, organized & efficient document storage solution.

Featuring a redesigned UI, increased capability across operating systems, new licensing options, and more.

https://t.co/gKMl12RnRE

[David Mehlhorn @TGEDavid]

@dianacabrices @SnappyKraken @RedtailCRM @orionwealthtech

[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

[David Mehlhorn @TGEDavid]

@RedtailCRM Excited to be a part of such an awesome event! It’s going to be a great day. #AdviceTechLive

[David Mehlhorn @TGEDavid]

@MattHalloran_ Always awesome when I get to catch up with you!

[David Mehlhorn @TGEDavid]

@tinacpowell @RedtailCRM @orionwealthtech @CarsonGroupLLC Thanks for coming Tina!

[Female Advisor Network @female_advisors]

@orionwealthtech and @RedtailCRM are ready to transform the way advisors grow their business through a cohesive, tech-driven experience.

Join our partners on September 7th as they go over enhancements released as part of their integration!

https://t.co/EgS6X4Dgt8

[Redtail Technology @RedtailCRM]

Today, we've rolled out what we know will be the first of many wins for those of you taking advantage of the Redtail CRM / Orion integration. Orion Portfolio View is now accessible inside of Redtail CRM! Learn more 👉 https://t.co/HIq5coSwMb

#RedtailCRM #FinTech

[Craig Iskowitz @craigiskowitz]

We are excited to announce the launch of The Ezra Group WealthTech Integration Score

https://t.co/VUNM31e0wa

[Redtail Technology @RedtailCRM]

One of the top requests of Redtail Speak subscribers is available now! You now have the ability to send one text message to multiple clients (bulk text messaging). Learn more about Speak's new Broadcast Text feature → https://t.co/isJ2wHr9oy

#CompliantTexting #RedtailSpeak

[David Mehlhorn @TGEDavid]

Great seeing our friends from @SnappyKraken and @advisorwebsites at #LPLFocus this week! Awesome partners and friends!

[David Mehlhorn @TGEDavid]

This is the first of four opportunities to catch this session

[David Mehlhorn @TGEDavid]

@RickyRedtail back at it! Helping advisors celebrate their clients through the use of their CRM #LPLFocus @RedtailCRM @LPL

[David Mehlhorn @TGEDavid]

@RickyRedtail presenting some CRM best practices during the @LPL Focus pre conference sessions #LPLFocus

[Orion WealthTech @orionwealthtech]

It's official: Orion is leading the way with the most finalist award nominations for this year's #Wealthies!

We are incredibly honored to be recognized for our client experience, leadership, and commitment to empowering the advisor-client journey. Thank you, @wealth_mgmt!

[Samantha Russell 👩🏼‍💻 @SamanthaTwenty]

Friends, I need some help

My husband Ryan was just diagnosed with one of the most aggressive types of cancer - a brain cancer called Glioblastoma

I'm looking for contacts at a hospital in japan or at drug maker @DaiichiSankyoUS

Read this and let me know if you can help 👇