Because email is and has been a staple of advisor-client communication for many years, it's easy to forget the adoption challenges the industry faced during its early days. Does thinking about those challenges offer today's advisor any insight about overcoming the challenges posed in regard to incorporating client texting into their practice?  Redtail's Jonathan Maddock, a Subject Matter Expert, discusses "The Surprising Data on Text-Message Usage by Advisors and Clients"  over at Advisor Perspectives. He continues that conversation in an interview with Sara Grillo that you can listen to here.

Saddle up - the Fearless Investing Summit 2018 will be in beautiful San Antonio, Texas on October 17-19, 2018. Redtail CEO Brian McLaughlin will be speaking again at this year's event, along with many other speakers you won't want to miss! Additionally, we'll be co-sponsoring the Redtail & Riskalyze Rodeo opening night event, which should be a ton of fun for everyone who can make it!

Use the code "Redtail" when registering to take $500 off your ticket price. Head there now - we want to get our Redtail users registered for the Fearless Investing Summit before the event has sold out!

You can check out some of our latest work and updates to the CRM via the Release Note Bulletin links below, or see all of our Release Notes here:

Release Note Bulletin 8.02.18 

Release Note Bulletin 7.27.18
Release Note Bulletin 7.10.18

Advizr's intuitive financial planning workflows onboard clients faster, while helping you find revenue opportunities to grow your practice. Updates to the integration between Redtail and Advizr include Single Sign-On (SSO) and a Send-to option for contacts from Redtail to Advizr. Learn more about the setup and functionality of their integration with Redtail  here .

Call Logic's Logicdialer Auto Dialing System allows Redtail clients to significantly increase their marketing and recruiting goals by phone. The Logicdialer allows you to be TCPA compliant and competitive at the same time. Logicdialer is listed in the FINRA Vendor Compliance Directory. Instructions for setup and more about the integration with Redtail are  here .

LeadsBridge offers a marketing automation suite to connect Facebook Lead Ads and your lead generation sources with Redtail CRM. Details about the setup and functionality of their integration with Redtail are  here .