In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing.

These two platforms were recently integrated to make a powerful marketing machine for financial advisors. Craig and Brian talk about how the platform stack works together, how they integrate client feedback and why every advisor needs a CRM and marketing suite.

Looking for more top level insights from our partners and other professionals? Check out more Craig Chats here!