 |
|
Redtail in the News
| We're so honored to announce that Redtail Speak has been named a 2018 Wealth Management Awards finalist in the "DISRUPTORS: Technology" category. You can see their full list of finalists for all categories here. |
In other news,
Redtail CEO Brian McLaughlin had some thoughts on "
Using Technology to Regain Client Trust" that he shared early in May over at
Think Advisor. Expect a focus on the drivers of trust in the advisor-client relationship and how tech can be used to augment, rather than replace, human capital.
You can read that piece here.
Also,
Rick Williamson, our
Managing Team Lead for Training, provided a pretty thorough rundown about "
The Importance of Setting Up Your CRM", along with detailed thoughts on how you should go about doing so, at the
Twenty Over Ten blog last month. You can spend some time with that, or bookmark it for later,
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 link below, or see all of our Release Notes
here:
|
|
W
hat's new in Integration?
You can send your clients a comprehensive online form to instantly add them to your Redtail CRM database through the new integration with Red Capture. Learn more about the setup and functionality of their integration with Redtail
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:
Practice Management Spotlights:
Wednesday, June 6: Workflow Creation & Common Mistakes feat. Adam Cmejla Registration
Best Practice Partner Spotlights:
Wednesday, June 6: Best Practice Partner Webinar with MoneyGuidePro
Tuesday, June 19: PreciseFP Integration Spotlight: Redtail Registration
|
|
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:
Securities America National Conference:
June 3-6,
New Orleans, LA
Concorde Annual Spring Conference:
June 4-6, Detroit, MI
Pershing INSITE:
June 6-8, Orlando, FL
AICPA ENGAGE:
June 10-14, Las Vegas, NV
Morningstar Investment Conference:
June 11-13, Chicago, IL
Cadaret Grant Support Team Forum:
June 19-20, Syracuse, NY
ESI Conference:
June 24-28, Newport, RI
Capital Investment Companies Conference:
June 27-30, Myrtle Beach, SC
1st Global Communities:
July 8-10, Frisco, TX
Money Concepts Financial Planning Congress:
July 15-19, Vail, CO
Investacorp National Conference:
July 22-25, Boca Raton, FL
Hilltop Securities Education Conference:
July 23-25, Dallas, TX
T3 Tech Summit:
July 23-24, Dallas, TX
TD Tech Summit:
July 24-25, Dallas, TX
Brookstone Inspire Annual Conference:
July 25-27, Chicago, IL
SSN National Conference:
July 25-29, Boca Raton, FL
LPL Focus:
July 29-August 1, Boston, MA
|
|
|
|
|
|
