Jonathan Maddock @Redtailjonathan
Subject Matter Expert for Redtail CRM. Natural Hype Man & Positivity Aficionado. Joined January 2017-
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The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one of the highest ratings on the board)! Thank you to our raving fans and partners! bit.ly/3c6H5O8
Really admire all of the trust @horstschulze places in employees to build excellent organizations. He gives each employee a $2000 authority to do what needs to be done to keep customers 🤯 #FISummit
Who let the dogs out?! 🐶🏆 2019 Wealth Management Industry Award Winners - Technology Providers: CRM Big thank you to all our raving fans who helped us get here - we couldn’t do it without you. Congratulations to all the #Wealthies winners! #WMIA19
Thank for the love! Hope to do more of these with you all! @RealWealthMedia
Envestnet | MoneyGuide recently updated MyBlocks to include a self-registration feature, integrations with @Yodlee, and enhanced prospecting with @RedtailCRM. Learn more: bit.ly/2YMxhAZ
Our new two-way data sync with @RedtailCRM is live! Contact record updates made in either system automatically flow through to the other, eliminating the need for duplicative l data entry! More: trst.in/NwWvbU
#FinTech #Advisors Join us as we spotlight @intulse , a new Redtail partner! July 23 at 11:00am Pacific, tune in as we show you how Intulse integrates with your Redtail CRM. Register here ➡️ bit.ly/2Z736p8
Are you texting your clients? Do clients text you? Compliance concerns are paramount when adding texting to your communications mix. Check out these suggested dos and don'ts from Redtail's Relationship Manager, Dusty Russell ➡️ investmentnews.com/article/201907… via @investmentnews
Join us Wednesday, July 17th, at 10am PDT for a Practice Management Spotlight with @acmejla, founder of Integrated Consulting & Advisory Solutions. Tune in to learn more about taking your existing workflows and supercharging them. Register today ➡️ bit.ly/2Jy9Zui
Thank you to our #RavingFans at Core Financial Group for spending the day brain storming, talking workflows and going down the famous Redtail slide during an In-Office Training last week! Here’s to many cups of coffee. #redtailrocks @RedtailCRM
Hello #advisors! Did you miss our latest webinar with our CRM partner @RedtailCRM? No worries, you can watch the replay here! Get a sneak peak at the most cutting-edge dictation innovation coming soon.... help.redtailtechnology.com/hc/en-us/artic… @RickyRedtail #innovation #fintech #integration
Come check me out! Get that data rockin'!
Come check me out! Get that data rockin'!
We’re finishing out the work week with @golden1cu in our Sacramento HQ office for CRM training with @Redtailjonathan! #RedtailTechnology #FinTechFriday
Drum Roll! 🥁 Introducing Retriever Cloud integrating contacts and calendar with Office 365 ➡️ bit.ly/2Z4o1JV #RetrieverCloud #FinTech #NewFeature
Join @Redtailjonathan April 3rd at 11am PST for a partner webinar. Learn all about the prospecting cycle and our partnership with @advisorwebsites! Register today ➡️ bit.ly/2JZABqr
Join @Redtailjonathan April 3rd at 11am PST for a partner webinar. Learn all about the prospecting cycle and our partnership with @advisorwebsites! Register today ➡️ bit.ly/2JZABqr
Thank you to everyone who joined me and @Redtailjonathan today! #redtailmalcolm was there too! Recorded version will be available at YouTube.com/Redtailtech
Thank you to everyone who joined me and @Redtailjonathan today! #redtailmalcolm was there too! Recorded version will be available at YouTube.com/Redtailtech
A day full of Redtail and @orionadvisor training, followed by a night at the 2019 Superbowl Stadium! #Ascent2019 @redtailtech @RickyRedtail @redtaildavid @redtailhayley @Redtailjonathan @MBStadium
#RedtailTips - Redtail Tips Tuesday #Newfeature When using the “Assign Keyword” feature as a bulk option from your Advanced Search page, you can now create new Keywords from that screen, rather than selecting only from Keywords that already exist in your database.
We are happy to welcome our newest integration partner, @runoranjdotcom. 🎉
We are happy to welcome our newest integration partner, @runoranjdotcom. 🎉
LindsayJoshua @o1Lk1a6TUwJKo
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JulietAmelia @of69Rw9G2a8V7f
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Victor Orozco, CFP®,... @V_I_C_T_O_R___
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Chad Brown @chadbrowndev
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Glen Eagle @Glen_Eagle1
69 Followers 388 Following Glen Eagle specializes in financial planning, wealth management, and retirement plans.
Michelle Wong @woahitsmiwo
530 Followers 910 Following founder @meetnifty. d.c. ↔️ toronto. sci-fi nerd + van lifer + dancer. let's geek out about happy remote teams. #fintwit
Oneka Imana @werollwithGod
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Jamie Bell @jamieclarebell
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John Bohnsack, CFP® @johnbohnsack
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CircleBlack @CircleBlackInc
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StatonWalsh @StatonWalsh
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Smart Girl Digital @SmartGirlDigit1
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Kelly McCune @Kelly_M_McCune
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Charesse Spiller @CharesseSpiller
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The Popcorn Diet @ThePopcornDiet
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🛫 April Rudin 🌏 @TheRudinGroup
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Sandy Travis, CFP® @SandyTravisLPL
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Rob Sandrew @Rob_Sandrew
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wipwop @wipwop55
388 Followers 3K Following i broke my neck at age 16. i love my job as a systems analyst for the government over 20 years. I am getting ready to retire. I am going through a divorce.
Torie Happe @TorieHappe
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Asset-Map @AssetMapLLC
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Arnold D. Tennant @ArnoldTennant
751 Followers 3K Following Retiring 2020 as Investment Advisor, Est.Tennant Capital Management, Inc. 1996, after 3 Decades in Fin. Services, incl, Stock-Brokerage, & Management Consulting
Marie Swift @marieswift
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Maree Moscati @CopytalkMaree
564 Followers 1K Following 'Putting the human touch back into transcription.' Former financial manager, obsessed with data security & privacy. Soul Cycle passion! Opinions are my own.
T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
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169 Followers 699 Following C5 solutions offers Broker Dealers Commissions, Compliance, Workflow, Imaging Software solutions.
Tony P. Krvaric | #1A... @TonyKrvaric
5K Followers 3K Following Entrepreneur and Chairman Emeritus of the Republican Party of San Diego County. Croatian by blood, Swedish by birth, American by choice! Proud Roman Catholic.
Adam Woolf @RedtailAdam
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David Mehlhorn @TGEDavid
425 Followers 313 Following Dad to 3 crazy boys | Husband | Small Business Owner | Sports Enthusiast | Coach
lifedramatic @lifedramatic
141 Followers 957 Following Living life, enjoying food and pursuing happiness.
WealthFromWisdom @WFWRadio
490 Followers 1K Following Radio show with @carsonwealth. Podcasts available on the site below! Advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Damon Deru @DDeru
712 Followers 3K Following Entrepreneur at heart + Finance + Technology geek + Father & Husband = Me.
Finlocity @finlocity
938 Followers 4K Following Finlocity is the premier financial services community, bringing together RIAs, Broker/Dealer Executives, Multi-Family Offices, Bank & Trust Officers.
Austin Johnson @redtailaustinj
57 Followers 199 Following
bosconductor @Opentalkles1
63 Followers 560 Following I am in my 7th Season with BTR. and enjoy keeping the World informed on news we can use.
Jeremy Nakano @JeremyRedtail
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redtailjason @JasonAtRedtail
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Grant @TangibleAlpha
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Redtail Technology @RedtailCRM
6K Followers 970 Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Lindsey Newman @lindseynewman02
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Cathy Curtis @cathycurtis
11K Followers 8K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
SinglePointFinancial @Single_PointFA
347 Followers 977 Following Guiding people through life's transitions. Financial Advisors with a holistic approach. Knowledgeable in Oregon #PERS. We like #millennials
Scott McMillan @Methodsco
96K Followers 2K Following Founder & CEO @Method | 🏆 12x WoW World Firsts | ✉️ [email protected] | Sharing weekly insights from building Method & training for life → https://t.co/Ixuur7qsbB
Charlotte Geletka #Th... @CharlotteGelet1
2K Followers 696 Following Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice
Envestnet @Envestnet_
4K Followers 619 Following A Better Way to Manage Wealth. Privacy statement: https://t.co/ylAAZ7QoTx. Social media disclosure: https://t.co/79xJvwWlye.
RIABiz @RIABiz
14K Followers 417 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Snappy Kraken @SnappyKraken
5K Followers 3K Following Scaling financial advisor growth through: 🎨 Content 📊 Analytics 🖥️ Automation 🤖 AI The Most Innovative Marketing Company of 2024 - Financial Planning Mag.
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2K Followers 798 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Katherine Beltran @RedtailKT
69 Followers 18 Following Trainer at Redtail; Movie fanatic; Travel enthusiast
Morningstar, Inc. @MorningstarInc
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Joe Steuter @joesteuter
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Asset-Map @AssetMapLLC
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Tiger Woods @TigerWoods
6.4M Followers 28 Following Official Twitter account of Tiger Woods. Father, Golfer, Entrepreneur. Tweets from TGR Ventures are signed – TGR
Phil Mickelson @PhilMickelson
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Advisor Websites - A ... @advisorwebsites
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Rick Ferri, CFA @Rick_Ferri
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