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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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Redtail in the News
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| If you haven't heard already, later this summer Redtail will open an additional operations center in Atlanta, as staff begin working out of our shiny new East Coast HQ in West Midtown! You can find out more details here. And here. And here. |
Another exciting announcement: Benzinga has announced the 2018 finalists for the Global Fintech Awards, naming
Redtail Speak and
Redtail Technology as finalists in two categories. All finalists can be viewed
on their website here.
In "If The Medium is the Message, What Message Are You Sending?", Redtail's David Mehlhorn lays out the stakes for ignoring your clients' communication preferences.
You can see his thoughts
here.
Also, there's been a date change for our November RTU Masters
session in Sacramento. It will now be held on November 7th and 8th. You can see an agenda for that 2-day session
here
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Upcoming Webinars
Introducing Redtail Speak!:
every Monday at 11:00am Pacific
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
Topical Webinars:
Thursday, May 3: Redtail Essentials: Activities in Your CRM
Registration
Thursday, May 10:
Working Willfully with Workflows: Whiteboarding Registration
Thursday, May 24:
Working Willfully with Workflows: Applying
Registration
Thursday, May 31:
Working Willfully with Workflows: Enhancing
Registration
Practice Management Spotlights:
Tuesday, May 8: Using Redtail Automations with Workflows to Enhance Productivity w/ Fox Financial (Part 1) Registration
Thursday, May 17: Build Your Own Redtail Workflow Automations Workshop w/ Fox Financial (Part 2)
Best Practice Partner Spotlights:
Thursday, May 10: Advisor Websites Presents: "How to Stay Top of Mind with Your Leads" with Redtail Technology Registration
Tuesday, May 15: Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business w/Hidden Levers Registration
Wednesday, June 6: Best Practice Partner Webinar with MoneyGuidePro
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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 months:
SEI SAC National Meeting:
May 6-9, Oxon Hill, MD
Geneos Conference:
May 6-9, Broomfield, CO
World Equity Group Annual Conference:
May 9-11,
Schaumburg, IL
Mid Atlantic National Partner Conference:
May 15-17,
New Orleans, LA
TradePMR Synergy Conference:
May 16-18, San Diego, CA
Peak Conference:
May 29-June 1, Las Vegas, NV
United Planners Conference:
May 30-June 2, Scottsdale, AZ
Waddell and Reed Circle of Champions:
May 30-June 2,
San Diego, CA
Calton National Sales Conference:
May 31-June 2, Orlando, FL
Securities America National Conference:
June 3-6,
New Orleans, LA
Fidelity Inside Track - Half Moon Bay:
June 6-7, San Francisco, CA
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
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