How Do I Connect FMG Suite and Redtail?
In our series "FMG Suite Quick Tips," we answer your questions and show you step-by-step instructions to use your FMG Suite tools. In this segment, you'll learn how to connect your Redtail Tailwag account with your FMG Suite dashboard. Have a question about your FMG Suite tools? Email us at…
The 3 Things You Need To Know About Your CRM
In August 2016, we teamed up with Redtail Technology, one of the leaders in client relationship management systems for financial advisors. Redtail has been finetuning their CRM system for over 13 years and our collaboration will allow our subscribers to manage their contacts and marketing outreach…
5 Technologies to Simplify Your Marketing
The average small business owner spends 20 hours per week on their marketing. For most financial advisors and insurance agents, this isn’t possible, as they are busy enough building their business and maintaining strong relationships with current clients. Thanks to technology, you can simplify…