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Taking a Break: Handling Vacations in Your CRM - Continuing Education webinar tomorrow, January 5th

Taking a Break: Handling Vacations in Your CRM (30-45 min)
Thursday, January 5
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4439925088714724612
Webinar ID: 939-911-779

No Coal For You: Rewarding Great Clients - Continuing Education webinar tomorrow, December 29th

Adding the Scents, Sounds, and Sights of the Holidays to Your CRM:
No Coal For You: Rewarding Great Clients (30-45 min)
Thursday, December 29
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6099588412819304196
Webinar ID: 939-859-707

To: The North Pole - Marketing the Holidays - Continuing Education webinar tomorrow, December 22nd

Adding the Scents, Sounds, and Sights of the Holidays to Your CRM:
To: The North Pole - Marketing the Holidays (30-45 min)
Thursday, December 22
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/399122000102959108
Webinar ID: 939-653-979

A Partridge in a Pear Tree: Tracking Important Days and Processes - Continuing Education webinar tomorrow, December 15th

Adding the Scents, Sounds, and Sights of the Holidays to Your CRM:
A Partridge In a Pear Tree: Tracking important Days and Processes (30-45 min)
Thursday, December 15
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/7613817134894622468
Webinar ID: 234-824-099

'Tis the Season: Staying Mobile During the Holidays - webinar tomorrow, December 8th

Adding the Scents, Sounds, and Sights of the Holidays to Your CRM:
'Tis the Season: Staying Mobile During the Holidays (30-45 min)
Thursday, December 8
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3289689691014256388
Webinar ID: 939-911-187

Best Practice Spotlight: How to Automate Your Marketing in 2017 with FMG Suite & Redtail - webinar tomorrow, December 8th

Best Practice Spotlight: How to Automate Your Marketing in 2017 with FMG Suite &  Redtail (30-45 min)
Thursday, December 8
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2982789607420612100
Webinar ID: 778-153-291

Celebration Time: Tracking what’s Important to Your Clients - Continuing Education webinar tomorrow, December 1st

Adding the Scents, Sounds, and Sights of the Holidays to Your CRM: 
Celebration Time: Tracking What's Important to Your Clients (30-45 min)
Thursday, December 1
11am PST / 12pm MST / 1pm CST / 2pm EST
Registration Link: https://attendee.gotowebinar.com/register/692400234137288196
Webinar ID: 377-106-467

The Customer Experience - Using Redtail to Make an Impression: Continuing Education webinar tomorrow, November 17th

Continuing Education: The Customer Experience - Using Redtail to Make an Impression (30-45 min)
Thursday, November 17
11am PST / 12pm MST / 1pm CST / 2pm EST
Registration Link: https://attendee.gotowebinar.com/register/9114504271316609793
Webinar ID: 862-779-595

Best Practice Spotlight: Accelerate Your Growth in 2017 with Redtail and Advisor Websites - webinar tomorrow, November 16th

Best Practice Spotlight: Accelerate Your Growth in 2017 with Redtail and Advisor Websites (30-45 min)
Wednesday, November 16
1pm PST / 2pm MST / 3pm CST / 4pm EST
Registration Link: https://attendee.gotowebinar.com/register/3706699266706116610
Webinar ID: 632-377-147

Permission THIS - Permissions and Privacy Options in Redtail: Continuing Education webinar tomorrow, November 10th

Continuing Education: Permission THIS - Permissions and Privacy Options in Redtail (30-45 min)
Thursday, November 10
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/9148785944358998017
Webinar ID: 304-199-499

Time To Party - Managing Seminars and Events in Redtail: Continuing Education webinar tomorrow, November 3rd

Continuing Education: Time to Party - Managing Seminars and Events in Redtail (30-45 min)
Thursday, November 3
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/333764829478909697
Webinar ID: 831-757-147

Did I Do That? - Productivity in Your CRM: Continuing Education webinar tomorrow, October 27th

Continuing Education: Did I Do That? - Productivity in Your CRM (30-45 min)
Thursday, October 27
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/9023362453290705923
Webinar ID: 527-676-619

Partner Spotlight: Get a Clear Snap of Your Clients with Panoramix - webinar tomorrow, October 20th

Partner Spotlight: Get a Clear Snap of Your Clients with Panoramix (30-45 min)
Thursday, October 20
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/8185452129553955073
Webinar ID: 664-883-267

Right Your Ship - Diving into Notes and their Categories: Continuing Education webinar tomorrow, October 20th

Continuing Education: Right Your Ship - Diving into Notes and their Categories (30-45 min)
Thursday, October 20
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/6926279318796270595
Webinar ID: 528-488-187

Redtail Holiday Resources (2016)

 

While all of the links you'll find below were already available to you via our Helpdesk, we wanted to streamline the process of holiday outreach for you this year by making all related materials easily accessible from one central Holiday Resources page. So, that's what you'll find here! Voila!

How can you use Redtail CRM to assist with targeted points-of-contact with your clients and prospects during this holiday season? We'll break it down below.

Read More

Partner Spotlight: FMG Suite - An All-In-One Marketing System Overview - webinar tomorrow, October 19th

Partner Spotlight: FMG Suite - An All-In-One Marketing System Overview(30-45 min)
Wednesday, October 19
1pm PDT / 2pm MDT / 3pm CDT / 4pm EDT
Registration Link: https://attendee.gotowebinar.com/register/1029479711755467010
Webinar ID: 374-752-955

Redtail Spooky Pooch contest

Trick or Treat! Post a picture of your four legged friend dressed up for Halloween to be entered into a drawing to win a prize!

Here’s how you can enter:
-Tweet the picture or post the picture on your personal Facebook page 
-Add the hashtag “#redtailspookypooch

We’ll do a random drawing the week of Halloween and will contact the winners directly!

 

 

 


"Dear Valued Customer" - Personalize Your Mailings with Redtail Data: Continuing Education webinar tomorrow, October 13th

Continuing Education: "Dear Valued Customer" - Personalize Your Mailing with Redtail Data (30-45 min)
Thursday, October 13
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/4647207218698546435
Webinar ID: 391-078-619

Best Practice Spotlight: Navigating the Choppy Waters of DOL with Hidden Levers & Redtail - webinar tomorrow, October 12th

Best Practice Spotlight: Navigating the Choppy Waters of DOL with Hidden Levers & Redtail (30-45 min)
Wednesday, October 12
1pm PDT / 2pm MDT / 3pm CDT / 4pm EDT
Registration Link: https://attendee.gotowebinar.com/register/4665146850154931203
Webinar ID: 634-730-355

Happy Birthday! Best Practices for Recognizing that Special Day! Continuing Ed webinar tomorrow, Oct. 6th

Continuing Education: Happy Birthday! Best Practices for Recognizing that Special Day! (30-45 min)
Thursday, October 6
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/8352497632625975556
Webinar ID: 373-690-179

Find your Niche - Segment your Book in Redtail: Continuing Education webinar tomorrow, September 29th

Continuing Education: Find Your Niche - Segment Your Book in Redtail (30-45 min)
Thursday, September 29
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/644733104790471170
Webinar ID: 300-199-411

Client Reviews - Your Secret Sauce! Continuing Education webinar tomorrow, September 22nd

Continuing Education: Client Reviews - Your Secret Sauce! (30-45 min)
Thursday, September 22
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/1767950203261103108
Webinar ID: 508-253-795

RMDs in Redtail - Keep Out of the Penalty Box: Continuing Education webinar tomorrow, September 15th

Continuing Education: RMDs in Redtail - Keep Out of the Penalty Box (30-45 min)
Thursday, September 15
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/5388019669946048770
Webinar ID: 894-299-747

Opportunities - Your Monthly Sales Report: Continuing Education webinar tomorrow, September 8th

Continuing Education: Opportunities - Your Monthly Sales Report (30-45 min)
Thursday, September 8
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/1131772775429643521
Webinar ID: 798-148-699

Redtail Partner Spotlight: Boost Your Client Experience with Financial Media Exchange - webinar today at 4pm EDT

Partner Spotlight: Boost Your Client Experience with Financial Media Exchange (30-45 min)
Tuesday, September 6
1pm PDT / 2pm MDT / 3pm CDT / 4pm EDT
Registration Link: https://attendee.gotowebinar.com/register/2053227291200154114
Webinar ID: 588-181-507

Mine Your Data with Advanced Searching in Redtail: Continuing Education webinar tomorrow, September 1st

Continuing Education: Mine Your Data with Advanced Searching in Redtail (30-45 min)
Thursday, September 1
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/3355601012574558980
Webinar ID: 123-921-915

'Til Death Do Us Part - The Client Lifecycle in Redtail: Continuing Education webinar tomorrow, August 25th

Continuing Education: 'Til Death Do Us Part - The Client Lifecycle in Redtail (30-45 min)
Thursday, August 25
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/3654803415259723012
Webinar ID: 125-954-491

Reports in Redtail: The Power Behind Your CRM - Continuing Education webinar tomorrow, August 18th

Continuing Education: Reports in Redtail: The Power Behind Your CRM (30-45 min)
Thursday, August 18
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/8319225309890055940
Webinar ID: 115-639-547

Workflows: Tips, Tricks, and Best Practices - Continuing Education webinar tomorrow, August 11th

Continuing Education: Workflows: Tips, Tricks, and Best Practices (30-45 min)
Thursday, August 11
11am PDT / 12pm MDT / 1pm CDT / 2pm EDT
Registration Link: https://attendee.gotowebinar.com/register/4895674854972232708
Webinar ID: 110-331-795

Redtail Partner Spotlight: Turning Good Intentions into Action - presented by Everplans - webinar tomorrow, August 9th

Partner Spotlight: Turning Good Intentions into Action - presented by Everplans (30-45 min)
Tuesday, August 9
1pm PDT / 2pm MDT / 3pm CDT / 4pm EDT
Registration Link: https://attendee.gotowebinar.com/register/5751915137076194308
Webinar ID: 155-258-763

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