AdvisorNet 2015 Practice Improvement Initiative to Include Redtail CRM and MyIceberg Platform for Scalable Intimacy

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AdvisorNet 2015 initiative “Getting your house in order” will feature the benefits of using CRM and MyIceberg personal relationship management technology to improve results and increase the long term value of a financial advisory practice.


With the Myiceberg launch last month, we are pleased with the reception our platform as had not only in the financial services space but in our other target markets.

“Each year we identify an initiative designed to help improve the business results of our affiliated advisors. In 2015 our program is titled “Getting your house in order”. The premise at the highest level, is that many of our members are independent financial advisors and have now found themselves as business owners and operators. Client acquisition and managing their wealth is just a part of their business. In order to maximize the overall value of their business, they need to get the operation side of the business running smoothly. During the course of this initiative one of the things we will be doing is working with our members to help them implement and maximize the value of their CRM and the Myiceberg PRM platform. Redtail is the most popular CRM in our network, but this concept applies to many CRMs,” said Dan May, CFP ® and CEO of Advisor Net.

“We have evaluated the leading CRM platforms optimized for the Wealth Management space and have found Redtail to be the best fit for many of our advisors. It is optimized for financial advisors, easy to implement and use, and priced at a point that is very attractive.” said Todd Kelzenberg, Vice President of Business Development at AdvisorNet. “We have also selected the Myiceberg platform as part of this initiative because our members are in need of tools that can help them to leverage the information in social media and throughout their personal networks in order to drive genuine interactions to grow their business. Information gathered and managed through the Myiceberg platform will generate new prospects to be fed into the Redtail application and workflow implanted by our advisors,” said Kelzenberg. “We’re delighted to participate with Redtail Technologys (CRM for financial advisors) and MyIceberg- a personal relationship management platform in an upcoming webinar series reviewing the benefits and value created in the practice by using these tools,” added Kelznenberg.

"With the Myiceberg launch last month, we are pleased with the reception our platform as had not only in the financial services space but in our other target markets. We are excited to work with AdvisorNet and their advisors and look forward to our continued sales and marketing efforts with Redtail. Validation of our platform by these industry leaders who know their users best is the affirmation we are looking for,” said John Gabos, President of Myiceberg.

“We’re excited AdvisorNet has chosen Redtail as a CRM provider for their member advisors,” said Brian McLaughlin, CEO of Redtail Technology. “A primary goal of Redtail’s is to provide a service that helps advisors, as business owners, effectively maintain and grow their business. A big part of accomplishing this goal is to provide meaningful integration with complementary solutions providers in the financial tech space and our integration with MyIceberg is just that: a complementary solution that will allow advisors to both cultivate new prospects and strengthen their existing relationships.”

Redtail, AdvisorNet and Myiceberg will be conducting Webinars on December 9 and 17 reviewing the Myiceberg platform and its beneficial integration with Redtail CRM as well as the long term positive financial impact on the value of a wealth management practice which has implemented these tools and methodologies.
You may sign up for a Webinar at the link below.
Tuesday, December 9, 2014 9:00 AM - 10:00 AM PST : Getting Your House in Order - Presented by Redtail, MyIceberg and AdvisorNet
Registration Web Link:

Wednesday, December 17, 2014 10:00 AM - 11:00 AM PST: Getting Your House in Order - Presented by Redtail, MyIceberg and AdvisorNet
Registration Web Link:

About AdvisorNet:
AdvisorNet Financial provides back-office support that independent financial advisors rely on to operate their firms efficiently and competitively. Over the years AdvisorNet has developed a vast network of support services and industry partners that solidify the company’s position in the market and provide interdependent financial advisors with cutting edge technology and access that larger institutions enjoy. For more information visit

About Myiceberg:
Myiceberg is a leading provider of web-based personal relationship management software designed to enable professionals to efficiently discover and engage with their customers and prospects around what matters most. Myiceberg protects the privacy of personal information yet at the same time integrates it with CRM in a private manner in order to make it actionable by the professional within his or her CRM application. Myiceberg serves the financial services, insurance, real-estate and other industries where personal relationships effect the business results. For more information visit

About Redtail Technology, Inc:
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. For more information, visit

Media Contacts:
AdvisorNet: Todd Kelzenberg (612) 436-3788 or TKelzenberg(at)AdvisorNet(dot)com
Redtail: David Mehlhorn, +1 800-206-5030 or david(at)redtailtechnology(dot)com
Myiceberg: John Gabos Jgabos(at)myiceberg(dot)com

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