Reviews written by mylesc603

very good description of the product.

very good discussion of the market for wealth management firms.

i'm glad i selected Redtail; it's been a worthwhile investment.

excellent presentation; very timely and useful discussion of how to manage documents professionally. it is most useful for a multi-discipline professional firm, and it's probably more advanced than what...

very insightful presentation. if the examples were shown (as attempted) it would have been even more clear

i'd jump at a chance to have somehting better, but i'm not aware of anything on the market that's currently better.

very good; what i like about the webinars you offer is the actionable ideas presented; in this webinar, the idea that we should focus on telling our clients...

don't know; I missed the first part, but thought the remainder was helpful ... particularly doing a few things which you are able to control rather than outlining many tasks...