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Saying Thank You with a Prospecting Event! Continuing Education webinar tomorrow, November 16th

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Continuing Education: Saying Thank You with a Prospecting Event! (30-45 min)
Thursday, November 16
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1772837541866590722
Webinar ID: 322-199-179

Teamwork Makes the Dream Work: Continuing Education webinar tomorrow, November 9th

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Continuing Education: Teamwork Makes the Dream Work (30-45 min)
Thursday, November 9
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4666501457521813762
Webinar ID: 142-638-739

Love and Marriage (and your CRM): Continuing Education webinar tomorrow, November 2nd

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Continuing Education: Love and Marriage (and your CRM) (30-45 min)
Thursday, November 2
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://register.gotowebinar.com/register/3357606531933573378


Stay in the Loop with Redtail! Continuing Education webinar tomorrow, October 26th

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Continuing Education: Stay in the Loop with Redtail! (30-45 min)
Thursday, October 26
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4025776448973499650
Webinar ID: 754-750-995

Multi-Gen Series Part 3: Brand Your Practice in a Fiduciary World - webinar tomorrow, October 24th

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Multi-Gen Series Part 3: Brand Your Practice in a Fiduciary World (30-45 min)
Tuesday, October 24
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3172482856998988035
Webinar ID: 924-722-963

Where Did I Put that Document? Continuing Education webinar tomorrow, October 19th

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Continuing Education: Where Did I Put that Document? (30-45 min)
Thursday, October 19th
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6786222436295820802
Webinar ID: 876-818-051

PreciseFP + Redtail: Automation Just Got Better! Webinar tomorrow, October 12th

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PreciseFP + Redtail: Automation Just Got Better!
Thursday, October 12th

Introducing: Redtail Speak! Webinars today, tomorrow and Friday

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Introducing: Redtail Speak! (30 min)
Wednesday, October 11th
1pm PACIFIC / 2pm MOUNTAIN / 3pm CENTRAL / 4pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2841403414446203393
Webinar ID: 366-003-803
 
Introducing: Redtail Speak! (30 min)
Thursday, October 12th
8:30am PACIFIC / 9:30am MOUNTAIN / 10:30am CENTRAL / 11:30am EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2718622050484187905
Webinar ID: 844-789-739
 
Introducing: Redtail Speak! (30 min)
Thursday, October 12
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4163183516608270594
Webinar ID: 275-304-803
 
Introducing: Redtail Speak! (30 min)
Friday, October 13th
8:30am PACIFIC / 9:30am MOUNTAIN / 10:30am CENTRAL / 11:30am EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8830530112360806401
Webinar ID: 507-552-043

Introduction to Redtail Speak


Email Product Overview: Continuing Education webinar tomorrow, October 5th

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Continuing Education: Email Product Overview (30-45 min)
Thursday, October 5
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/697217201625779714
Webinar ID: 249-115-755

Missing Puzzle Pieces - Handling Vacations in Your Office: Continuing Education webinar tomorrow, September 28th

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Continuing Education: Missing Puzzle Pieces - Handling Vacations in Your Office (30-45 min)
Thursday, September 28
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1877788124431606530
Webinar ID: 854-453-987

Multi-Gen Series Pt 2: Streamline Client Communication with Technology - webinar tomorrow, September 26th

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Multi-Gen Series Part 2: Streamline Client Communication with Technology (30-45 min)
Tuesday, September 26
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3383656159741217795
Webinar ID: 834-339-395

Breaking Ground: Robo-Technology Meets Robust CRM Capabilities - webinar tomorrow with new integration partner Emotomy

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Breaking ground: Robo-Technology Meets Robust CRM Capabilities (60 min)
Thursday, September 21
1pm PACIFIC / 2pm MOUNTAIN / 3pm CENTRAL / 4pm EASTERN
Registration Link: https://register.gotowebinar.com/register/3293998683361085185


Moving Data - The More You Know, The Smoother the Move: Continuing Education webinar tomorrow, September 21st

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Continuing Education: Moving Data - The More You Know, The Smoother the Move (30-45 min)
Thursday, September 21
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4624466027150903810
Webinar ID: 347-921-875

Workflow Your Process - Scheduling Prospect Meetings: Continuing Education webinar tomorrow, September 14th

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Continuing Education: Workflow Your Process - Scheduling Prospect Meetings (30-45 min)
Thursday, September 14
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4711936575187007234
Webinar ID: 565-059-219

Multi-Gen Series Part 1: Three Strategies for a Multi-Generational Practice - webinar tomorrow, September 12th

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Multi-Gen Series Part 1: Three Strategies for a Multi-Generational Practice (30-45 min)
Tuesday, September 12
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8637898972353315329
Webinar ID: 533-518-187

Email - To Infinity and Beyond: Continuing Education webinar tomorrow, September 7th

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Continuing Education: Email - To Infinity and Beyond (30-45 min)
Thursday, September 7
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1699227436080700418
Webinar ID: 654-515-787

My CRM can be different than your CRM — Preferences! Webinar tomorrow, August 31st

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My CRM can be different than your CRM — Preferences! (30-45 min)
Thursday, August 31
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6081638891063684867
Webinar ID: 438-190-067

If it’s not in Redtail, it never happened! Best Practice webinar tomorrow, August 24th

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If it’s Not in Redtail, it Never Happened! (30-45 min)
Thursday, August 24
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1654475113032904195
Webinar ID: 337-365-955

Tour of the Contact Record: Continuing Education webinar tomorrow, August 17th

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Tour of the Contact Record (30-45 min)
Thursday, August 17
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/883140218357323267
Webinar ID: 995-318-675

Client Review, Post-Review (Part 2 of a 2-part series): webinar tomorrow, August 10th

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Client Review, Post-Review (Part 2 of a 2- part series) (30-45 min)
Thursday, August 10
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/7645667793295922691
Webinar ID: 249-580-403

Client Reviews, Part 1: Preparation (2-Part Series)- Webinar tomorrow, August 3rd

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Client Reviews, Part 1: Preparation (2-Part Series) (30-45 min)
Thursday, August 3
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1101110701982405635
Webinar ID: 866-450-531

Accounts — it’s where the money is! Continuing Education webinar tomorrow, July 27th

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Accounts — It's Where the Money Is! (30-45 min)
Thursday, July 27
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6965732000468094723
Webinar ID: 988-673-835

Practice Management Spotlight: Tapping into the Multi-Generational Goldmine with LifeSite & Redtail - feat. Paul Karasik - Webinar tomorrow, July 25th

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Practice Management Spotlight: Tapping into the Multi-Generational Goldmine with LifeSite & Redtail - feat. Paul Karasik(30-45 min)
Tuesday, July 25
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2900408703528047361
Webinar ID: 470-081-995

Best Practice: Day-to-Day Habits - webinar tomorrow, July 20th

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Best Practice: Day-to-Day Habits (30-45 min)
Thursday, July 20
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6965732000468094723
Webinar ID: 493-625-987

Best Practice: Your Front-End Work - webinar tomorrow, July 13th

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Best Practice: Your Front-End Work (30-45 min)
Thursday, July 13
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6965732000468094723
Webinar ID: 693-674-675

Meet the new Redtail and Everplans Integration!

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Join us on July 13th to see the Redtail | Everplans Integration in action.

Everplans Enterprise Platform is a is a life and legacy platform designed to help advisors deepen relationships, grow and retain AUM, and get introductions to the next generation. With Everplans, clients can create, store, and securely share all the important plans and information their family and trusted advisors will need in the future. Through a combination of original content, a personalized guidance engine, an intuitively organized digital vault, and an enterprise platform for professionals, Everplans helps people create an estate plan that aggregates financial, health, personal, digital, and legacy information in one simple and accessible place.

With approximately 24 million Baby Boomers age 65 and older, the Everplans platform addresses a need for our aging population, their families, and financial advisors. Redtail and Everplans have been hard at work building integration tools, so that advisors can manage their Everplans directly from their CRM.

Join the Redtail and Everplans team to participate in a live demo and see the powerful new integration in action.

Reserve your spot now.

July 13, 2017
11:00 a.m. Pacific
1:00 p.m. Central
2:00 p.m. Eastern


DoL Ruling and Redtail to the Rescue: Continuing Education webinar tomorrow, July 6th

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DOL Ruling and Redtail to the Rescue (30-45 min)
Thursday, July 6
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6965732000468094723
Webinar ID: 312-224-067

Virtual To-Do List — Calendar, Activities and Syncing to Outlook: Webinar tomorrow, June 29th

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Virtual To-Do List- Calendar, Activities and Syncing to Outlook (30-45 min)
Thursday, June 29
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4880248713646956547
Webinar ID: 213-933-019

Automate Away - Part 3: Webinar tomorrow, June 22nd

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Automate Away- Part 3 (30-45 min)
Thursday, June 22
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4110029823273411843
Webinar ID: 234-179-003

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