March 1, 2022

Centralizing Data Management For Advisors with Brian McLaughlin

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CRM is revolutionizing the way companies operate by centralizing data management. For financial advisors, this shift presents a huge opportunity to streamline their operations and provide better service to their clients. Since managing data can be challenging, especially when it is spread across multiple systems and silos, how can businesses make sure their CRM implementation is a success?

In this episode, Sanjeev and Paige talk with Brian McLaughlin, CEO and CTO of Redtail, a leader in web-based CRM solutions for financial advisors.

Brian McLaughlin believed from the beginning that their CRM solution could satisfy an unmet need in the industry — a web-based CRM to provide advisors anytime, anywhere access to their client and calendar data. He is passionate about the solutions the company provides to its community of subscribers. Brian is also dedicated to continually improving Redtail CRM for advisors through innovation and creativity.

Brian talks with Sanjeev and Paige about the partnership between Skience and Redtail, how Redtail stands out from other CRMs, and its approach to ensuring adoption and seamless integration. 

Key Takeaways

  • [02:32] - Why Skience and Redtail Technology are a perfect match.
  • [03:37] - How Brian feels about Redtail and Skience partnering.
  • [06:07] - How customer data and CRM strategy help maximize customer lifetime value.
  • [08:44] - Redtail's best practices for migrating data.
  • [10:06] - How Redtail stands out from other CRMs.
  • [11:48] - The motivation behind Brian's creation of Redtail.
  • [14:52] - How Redtail connects and collaborates with integration partners.
  • [19:56] - Redtail's approach to ensuring adoption and seamless integration of its software.
  • [22:20] - What CRM will look like in the future.
  • [30:59] - How Brian and his team adapt to the changes brought about by the pandemic.


[10:23] - "The core mantra at Redtail is to build raving fans. And I think one of the reasons why we've got a lot of success over the years in the advisory space is really how we exhibit best behaviors and best practices around community culture." - Brian McLaughlin

[12:33] - "Find something you love, something you do every day that you just have so much passion for that you don't count the hours. And then you figure out how to make money doing it." - Brian McLaughlin

[22:49] - "The CRM to me has always been the right spot. It's the golden source of truth of your data. It's the master record." - Brian McLaughlin


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