Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home
Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year
Redtail Technology ("Redtail"), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 "Working Remotely" survey, which set out to uncover how advisors adapted during COVID-19.
Redtail surveyed more than 1,750 financial advisory employees and discovered that the large majority of…