EPISODE · Apr 20, 2022
Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
from WealthTech Today
The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz. 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, […] The post Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt appeared first on and was written by Craig Iskowitz.
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Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
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