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Come join us at the Fearless Investing Summit on the shores of beautiful Lake Tahoe October 4-6, where Redtail will be presenting one of the keynotes at the conference!
Use the code "Redtail" at www.FI2017.com before July 31 to take $600 off your ticket price. Head there now - we want to get our Redtail users registered for the Fearless Investing Summit before it's full!
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What's new in the CRM?
You can check out some of our latest work and updates to the CRM via the Release Note Bulletins below:
And remember, you can always keep track of updates via our Release Notes,
available here
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What's new in Integration?
The
Schwab OpenView Gateway® integration is now open to all Schwab Advisor Center users. You can learn more about the integration's setup and functionality
here.
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Upcoming Webinars
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
Topical Webinars:
Thursday, July 6: DoL Ruling and Redtail to the Rescue
Registration
Thursday, July 13: Best Practice: Your Front-End Work
Registration
Thursday, July 20: Best Practice: Day-to-Day Habits
Registration
Tuesday, July 25: Tapping into the Multi-Generational Goldmine with LifeSite & Redtail - feat. Paul Karasik
Registration
Thursday, July 27: Accounts -- It's Where the Money Is!
Registration
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Redtail Universities
Join our Redtail experts to learn how Redtail CRM can help your office manage your time more effectively and grow your client base!
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Newark, NJ
Tuesday, August 8, 2017 8:30am - 5:00pm Eastern
Hilton Newark Penn Station
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Salt Lake City, UT
Tuesday, August 29, 2017 8:30am - 5:00pm Mountain
Marriott Salt Lake City Downtown City Creek
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Conferences
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:
Money Concepts Financial Planning Congress:
July 9-12, Charleston, NC
Cetera Advisors Networks Connect:
July 13-16, National Harbor, MD
First Allied/Girard/Cetera Conference:
July 18-21, National Harbor, MD
Berthel Fishers National Conference:
July 19-22, Cedar Rapids, IA
Investacorp Assistant University:
July 23-25,
Hollywood, FL
T3 Annual Summit:
July 25-26, Chicago, IL
Cadaret Grant Support Team Forum:
July 25-26, Syracuse, NY
SSN National Conference:
July 29-31, Austin, TX
LPL Focus:
July 30-August 2, Boston, MA
Capital Financial Services:
August 7-9, Minneapolis, MN
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