Redtail CRM
- Systematizing A Custom Client Experience Through Life's Hurdles With Redtail (June 2023)
- Streamline Client Engagement: How An Advisor Leverages fpPathfinder & Redtail CRM for Year-Round Efficiency (Oct 2024)
- fpPathfinder + Redtail: Using fpPathfinder Interactive Checklists To Expand Planning Opportunities (July 2024)