What makes an advisory practice great, and holds everything together? The answer – CRM.  In this episode, Matt Ackermann is joined by Brian McLaughlin, CEO of Redtail. Matt and Brian discuss Brian’s journey to creating Redtail and how he saw the need for advisors to strengthen client relationships, improve efficiency, and how this led to … Continue reading 18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin →