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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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In case you missed it, our CEO Brian McLaughlin and our Lead Subject Matter Expert Rick Williamson had an excellent adventure en route to bringing home the Family Wealth Report's 2018 Award for Client Communications for Redtail Speak. Relive that journey here.
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Rick also published a piece over at the T3 Technology Hub last month, detailing some marketing strategies you can put into place in your practice to help with multi-generational relationship-building. That's posted
here.
Redtail celebrated its 15th anniversary in March! We were honored (and delighted) with the surprise video well wishes from many of our friends that day, which you can see
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, April 26:
Keeping Track of Productivity
Registration
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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:
Private Advisor Group Annual Conference:
April 22-24,
Atlantic City, NJ
Investment Center NEC:
April 23-25, Nashville, TN
SFA National Conference:
April 23-26, Memphis, TN
CFD Spring Conference:
April 26-27, Kokomo, IN
RBC Connect:
April 30-May 2, Minneapolis, MN
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
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