In 1988 with his first second hand computer, Tim Minert began leveraging technology to build a Financial Advisory Practice. The 25 years since have been spent both working in his business and on his business, with an emphasis in learning, implementing, and even selling technology tools.
As the Director of Sales for Redtail Technology, Tim’s marketing and sales strategy helped grow the user base from 7,000 in 2009 to over 55,00 in June of 2013. This growth was supported by Tim’s in-depth knowledge of CRM and passion for bringing together Advisors and Broker Dealers with technologies that smoothly integrate to accomplish easy to use, simple, but yet sophisticated processes and workflows.
Tim began using Redtail to manage his tasks, contacts, calendar, prospects, and clients in 2004. “Having your data stored in one place tremendously increases productivity and efficiency” according to Tim. His experiences working with Wells Fargo Private Banking and a Regional 200 person Broker Dealer give him insight into the unique needs of financial partners and their clients. His strengths in team-building and bringing people together provide increased value to his clients.
