January 2015

Redtail Awarded Technology Tools for Today's Most Consistently Impressive Firm Award
In the December 2014 T3 Newsletter, Joel Bruckenstein honored Redtail and MoneyGuidePro with his "Most Consistently Impressive Firm" award, indicating that we have "consistently strived to provide excellent products and support at competitive prices". With Project Tailwag releasing this month, we believe you'll see further evidence of our commitment to provide you with the best Client Relationship Management tool in the advisor tech space.
 
Redtail Overview Demos - every Tuesday at 11:00am Pacific  
30 Minute Quick Starts
- every Wednesday at 11:00am Pacific 

 

Topical Webinars:

 

Opportunities in Redtail CRM!

Redtail Presents: What's New in Project Tailwag!

Advisor Websites & Redtail: Sealing the Deal - Turning Qualified Leads into Clients

Registration Web Link

Advanced Searching

Redtail Presents: What's New in Project Tailwag!

Importance of Lists & Setting Up Your Database

Redtail Presents: What's New in Project Tailwag!

Everything About Notes!

 

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

TFA
Exchange
Trans-
America
Jan. 10-14
Houston,
TX

NPH
Wealth One
Conference
NPHJan. 12-14
Palm
Springs,
CA

AICPA
AICPAJan. 19-21
Las Vegas,
NV

Cetera
Connect
Conference
CeteraJan. 20-23
Denver,
CO

TPN Winter
Education
Conference
TPNJan. 25-28
Temecula,
CA

FSI
One Voice
FSIJan. 26-28San Antonio,
TX

TD
Ameritrade
National
TD
Ameritrade
Jan. 28-30
San Diego,
CA


Assisting advisors to work where they want since 2003

 

Redtail Technology
800.206.5030
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