On this episode of Brokers Learning Technology, Jeff Talarico of Talarico & Associates joins Danny Mayer and Andrew Kennedy to discuss the importance of relationships in the industry and how he manages his client relationships using RedtailCRM. Jeff takes us through some of the workflows and automations that he uses with Redtail, talks about his experience using Salesforce, and discusses some of the ways that Redtail is integrated within his technology stack.
Brokers Learning Technology is a new podcast focused on the everyday workflows and technologies used by registered representatives and investment advisors in the field. Brokers Learning Technology is hosted by Danny Mayer with the Platform & Technology team at LaSalle St. Securities.
