NOTE: July marks your last opportunity to participate in these Summer Series Trainings so sign up now before all of the remaining sessions are full.

This summer we are offering Beginner and Advanced webinars, allowing you to choose the date for either or both that works best for you. This new Summer Series format will allow you to take part even if you happen to be on vacation, as each session is in webinar format, but will still present most of the information we typically offer during Redtail U sessions. Each session will last from 9am PDT until 12:15pm PDT, with a 15-minute break (in case you are on vacation and want to take a quick dip in the pool to rejuvenate). Space is limited, so we encourage you to register now.

Click the Summer Series Dates below to register:

Beginner: July 7, 9am-12:15pm PDT Advanced: July 9, 9am-12:15pm PDT Beginner: July 21, 9am-12:15pm PDT Advanced: July 23, 9am-12:15pm PDT

When your primary objective is to increase your assets under management, Redtail and ActiFi's Asset Accumulation Series is here to help you achieve that goal. These highly effective, structured programs will give you the skills, resources, and support you need to find new clients and increase AUM from existing clients. Hosted by Redtail and presented by ActiFi, this 7-part series will help you understand how to leverage processes to enhance your business development, efficiency and effectiveness.

Advisors' Questions This Program Answers:

• How do I define my ideal client to provide focus for prospecting activities?
• How can I segment my client base to identify commonalities among best clients and assess profitability?
• How do I develop a sales pipeline to track my business development efforts with prospects?
• How do I grow my business?
• How do I generate more referrals?
• How can I more consistently achieve my business development goals?
• How do I create a prospecting/onboarding process?
• How do I approach someone and interest them in working with me and my business?
• What should I say when people ask me what I do, who I work with?
• How would my clients describe my business?
• Am I referable?
• How do I create a marketing plan and be held accountable for executing it?
• What are strategies to help me maximize my efforts in networking, hosting events, and seeking the right kinds of referrals from clients and centers of influence?

Click the Asset Accumulation Series Dates below to register (each session will be held on a Wednesday from 1:00pm - 2:00 pm Pacific):

Define Your Business Development Process:  July 16  Define Your Classifications & Sources: July 30  Define Your Stages: August 13  Default Next Steps For Each Stage: August 27

 

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:

 

800.206.5030