Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
<p>The post <a href="https://wealthtechtoday.com/2022/04/20/ep-138-orion-advisor-buys-redtail-technology-with-kristen-schmidt/">Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>
<p>This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology. With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors. We also covered messaging from Redtail, current CRM market share, […]</p>
<p>The post <a href="https://wealthtechtoday.com/2022/04/20/ep-138-orion-advisor-buys-redtail-technology-with-kristen-schmidt/">Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/">Craig Iskowitz</a>.</p>