November 2018

Redtail in the News


Redtail CEO Brian McLaughlin made a big announcement on October 17th at Riskalyze's Fearless Investing Summit about upcoming machine learning features in Redtail CRM. You can read more about that announcement via the press release and articles at WealthManagement.com, Forbes, and CityWire. Wealth Management Today also has a longer piece on takeaways from the Summit that talks more about the Redtail announcement.



Rick Williamson, Redtail's  Managing Team Lead for Training, was one of the coaching participants in Season 6 of InvestmentNews' Practice Makeover. You can access all episodes of Season 6  here.
What's new in the CRM?

You can check out some of our latest work and updates to the CRM via the Release Note Bulletin links below, or see all of our Release Notes here:

Redtail Universities

We just announced our Redtail University 2019 cities and dates last week, kicking off in L.A. on February 26th.  Check the web site to learn about RTU and see our schedule for 2019.

Also, you can check out and subscribe to our Training Team's YouTube channel here.
Upcoming Webinars

Introducing Redtail Speak!:  every Monday at 11:00 am Pacific
Redtail Overview Demos:  every Tuesday at 11:00 am Pacific
30 Minute Quick Starts:  every Wednesday at 11:00 am Pacific
Topical Webinars:
Thursday, November 8: Redtail Essentials: Family and Memberships  Registration
 
Thursday, November 15: 
Giving Thanks to Loyalty and Referrers Registration
Wednesday, November 28: 
Practice Management Spotlight Feat. Paul Karasik - Double Your Income with Client Events Registration
Thursday, November 29:  Redtail Essentials: Email  Registration  

Our webinars are free to users. 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!
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 months:

IFG Practice Management Forum:  November 6-9, Palm 
Springs, CA
The H. Beck National Symposium:  November 7-9, Chantilly, VA
Tech Retreat Western Roundtable:  November 7-9, Sonoma, CA
1st Global National Conference:  November 11-13, Louisville, KY
Advisor Group ConnectED:  November 11-14, Anaheim, CA
SEI Regional Select Advisor Event:  November 13-14, Newport Beach, CA
Money Concepts Annual Planning Conference: November 25-28, Scottsdale, AZ

Market Counsel Summit: December 3-6, Las Vegas, NV
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Redtail Technology  800.206.5030  redtailtechnology.com