August 2014
Redtail Referrals Series
We've begun writing a Best Practice Series on how you can step up your referral marketing strategy as well as on how Redtail CRM can help you in those efforts. While those posts will follow throughout the remainder of the year, you can read the introductory piece at the link below. 
 
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 Stages: August 13
 Default Next Steps For Each Stage: August 27
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

 

CRM Tips & Tricks
Introducing Redtail CRM Integration with NaviPlan
Calendar Management
Managing Your Account

The Opportunity Tracker

 

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

HBW
Conference
HBW
August 5-9
Scottsdale,
AZ

Cambridge
Ignite
Cambridge
August 6-9
Chicago,
IL

LaserApp  
LaserApp
August 12-15
San Diego,
CA

IFG National
Conference

IFG
August 18-22
Coronado,
CA

SII National
Conference
NPH
August 20-22
Las Vegas,
NV

Cantella
Annual
Conference
Cantella
August 21-22
Boston,
MA


Assisting advisors to work where they want since 2003

 

Redtail Technology
800.206.5030
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