Brian McLaughlin @redtailtech
Board Member and Former President of @OrionWealthTech, Former CEO at @RedtailCRM redtailtechnology.com Sacramento, CA Joined February 2009-
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#DutchGP @McLarenF1 Double stacked pit stop
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A few hours until…. It's lights out and away we go! 🏁 #DutchGP
Not sure I’ll be able to drink a white starred Heineken ever again. Just tastes better in Holland #DutchGP
Let’s get this weekend started! #DutchGP @redbullracing
Brian McLaughlin retweeted
Post-exit rule #1: Don't touch your checkbook for 6 months When you sell your company, you're emotionally vulnerable in ways you can't predict. The structure that held your life together vanishes overnight. It's like running full speed into a wall. I learned this the hard way…
Brian McLaughlin retweeted
What if AI could make every client and prospect meeting worthwhile? The AI-powered MeetingOS for Financial Advisors is coming. Join the early access list for Contio today!
Brian McLaughlin retweeted
Being a dad isn’t a title. It’s leadership—every damn day. At REBL Dads, we’re not trying to “balance” work and family—we’re learning to lead in both and find harmony. That means being present, owning our impact, and pushing each other to grow. Tagging some dads who live this…
Brian McLaughlin retweeted
🚀 It was powerful to be in a room with so many people I respect, people who are service first and who want to make an impact... @RetirementRisks @jasonpereira @lazettabraxton @BlueOceanGW @craigiskowitz @Daniel_Bolton @bamconsults @TorieHappe @btreichelesq @redtailtech…
Brian McLaughlin retweeted
OMG...this might be the thing to play tonight on the Coldplay kiss cam. 😂😂😂
OMG...this might be the thing to play tonight on the Coldplay kiss cam. 😂😂😂
Brian McLaughlin retweeted
This is a tad cold, but it was the only play we had.
Brian McLaughlin retweeted
Our first ever #AdviceEngagement event has officially been kicked off by @asset_map! Looking forward to productive discussions on the role of HUMANS in advice delivery. #advicecommunity #futureofadvice
Brian McLaughlin retweeted
Openg night of An Advice Engagement! Thanks to our incredible hosts @AssetMapLLC @alisusko_alison @TJunior1014 @asset_map! Celebrating the day ahead with @TorieHappe @ShannonRosic @acketyack @jasonpereira
All stacked up again @LGAairport
Brian McLaughlin retweeted
Citywire RIA's @IanWenik: Aaron Klein returns with AI-for-meetings startup, raises $5.5M in capital. citywire.com/ria/news/aaron…
Brian McLaughlin retweeted
🚨🚨🚨 Some big news from me today: I've started a new company called @ContioAI. 💡 A "contio" is what they called the meetings in the Roman Empire where big, transformative ideas got discussed. I've had this product in my head for seven years, and everyone I talk with agrees —…
Brian McLaughlin retweeted
Redtail's got a new website, and our glow up isn't the only thing we've been working on. Users can expect faster CRM performance, Early Access previews, and more collaboration in building the future together. Want the full scoop? Check out the blog 👉 bit.ly/3I0wh8E
Not today A-a-ron. #swingandamiss
The Yankees in Sacramento!!??!! This is awesome getting to hang out at batting practice.
Brian McLaughlin retweeted
Episode drop! Is the Tech Tail Wagging the Advisor Dog? Join me with @AssetMapLLC as we have a fun chat with the nicest fintech founder @redtailtech Listen and subscribe here: lnkd.in/ev2E5dF6
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