November 2014

While no formal date has yet been announced for the release of Project Tailwag, the upcoming new version of Redtail CRM, we are excited to share glimpses of what you can expect upon rollout through ongoing Sneak Peeks. In case you've missed those shared thus far, you can see them at the links below.

Redtail Overview Demos - every Tuesday at 11:00am Pacific
30 Minute Quick Starts - every Wednesday at 11:00am Pacific

Topical Webinars -

Thursdays at

11:00

am Pacific (Note: the Wednesday webinar below is at 10:00am Pacific)

	*Resources as a User* Registration Web Link
	What Referrals Want - Presented by Redtail & Advisor Websites Registration Web Link
	*The Importance of Lists and Setting Up Your Database* Registration Web Link
	*Family and Membership Management* Registration Web Link

You can see the full schedule for upcoming webinars here or use our Social links at the bottom of this newsletter to follow us for updates!

Representatives from Redtail Technology spend a lot of time on the road at both Broker Dealer Conferences and other industry events. Below is a list of those at which Redtail will be in attendance in the coming month:

CONFERENCE	BD/ PARTNER	DATE	LOCATION

Network Of Women	NPH	Nov. 3-5	Phoenix, AZ

Schwab	Schwab	Nov. 4-7	Denver, CO

T3 Conference	T3	Nov. 11-13	Atlanta, GA

FPANC	FPANC	Nov. 14	Sacramento, CA

Money Concepts Planning Conference	Money Concepts	Nov. 17-20	Hollywood, FL

1st Global National Conference	1st Global	Nov. 19-21	Nashville, TN

Assisting advisors to work where they want since 2003

We'd love to hear from you today!

Redtail Technology

800.206.5030

[email protected]

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