The CRM Experience for Financial Advisors With Rick Williamson of Redtail Technology

Rick Williamson is the Director of Training at Redtail Technology, the leader in web-based client relationship management solutions for financial advisors. He develops training and education initiatives, working hands on to improve team management and even public speaking. Rick is an expert on all things CRM-related and has a background and experience in film production and public speaking.

In this episode…

As a financial advisor, do you desire to transform how you scale your business through technology and outsourced solutions? Where can you get a CRM that offers you the necessary tools to assist you in your efforts?

For over a decade, Rick Williamson has been in all things CRM related. He has discovered that financial advisors struggle with managing their client base and scaling their business because they lack the necessary tools for their work. Rick recommends CRM that integrates widely and deeply with other popular tools in the financial services industry.

In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology, to discuss CRM that best serves financial advisors. Rick talks about Redtail and how it helps people, tips for creating and delivering great customer experience, how Redtail and Orion’s merger improves their clients' lives, and its customer success stories.