Blog

Ask a Subject Matter Expert! Webinar tomorrow, July 24

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Come join us for an hour long Q & A session with one of Redtail's Subject Matter Experts. Come prepared with questions!

Thursday, July 24, 2014 11:00 AM - 12:00 PM PDT: Ask a Subject Matter Expert!


Reporting in Redtail CRM webinar tomorrow, July 17

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Redtail CRM is designed to track your entire history of client activities, notes and other interactions as well as to keep track of all other client and prospect data. The best way to find this info? REPORTS! Come learn about the many different ways that you can run clean, clear reports so that you can see the data you've accumulated when you want and how you want.

Thursday, July 17, 2014 11:00 AM - 12:00 PM PDT: Reporting in Redtail CRM


Redtail & ActiFi's Asset Accumulation Series: Define Your Business Development Process webinar tomorrow, July 16

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When your primary objective is to increase your assets under management, Redtail and ActiFi's Asset Accumulation Series is here to help you achieve that goal. These highly effective, structured programs will give you the skills, resources, and support you need to find new clients and increase AUM from existing clients. Hosted by Redtail and presented by ActiFi, this 7-part series will help you understand how to leverage processes to enhance your business development, efficiency and effectiveness.

Join us for Part 1, Define Your Business Development Process, tomorrow at 1pm Pacific:

Wednesday, July 16, 2014 1:00 PM - 2:00 PM PDT : Redtail & ActiFi's Asset Accumulation Series: Define Your Business Development Process


How To Be A Better Office: User Adoption with Redtail CRM webinar tomorrow, July 10

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Many offices are faced with the fact that maybe they're not using their tools to the fullest of their capabilities. How can we learn about Redtail? How can we become a more efficient office? What strides is Redtail taking to make sure that our CRM is the best thing we're using? With this webinar, Redtail is taking a different direction to talk with you about the ins and outs of how to turn yourself and your fellow staff into educated and excited power users.

Thursday, July 10, 2014 11:00 AM - 12:00 PM PDT: How to be a Better Office: User Adoption with Redtail CRM


Overview of the ByAllAccounts Aggregation solution with Redtail CRM: Webinar today, June 24

Date and Time: June 24th, 1:00 – 1:45PM EST

Register here.

Presenters:
Don McHenry, Technical Relationship Manager, ByAllAccounts
Mario Canas, Enterprise Relationship Manager, Redtail Technology

You'll learn:
  • About ByAllAccounts
  • Getting Started
  • Data Connectivity
  • How we deliver data
  • Security & Privacy
  • About Redtail
  • How Redtail Integrates with ByAllAccounts

Permissioning within Redtail CRM: Webinar tomorrow, June 19

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Permissioning in Redtail CRM allows your database owner and admin users to manage contact viewing permissions for non-admin users. Join us to learn how to set these up for your office.

Thursday, June 19, 2014 11:00 AM - 12:00 PM PDT: Permissions


Aggregators and Account Management webinar tomorrow, June 12

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Whether your accounts are fed over into Redtail from one of our aggregator partners or your office is manually entering account data, we’ll cover everything you need to know in this webinar about account management within Redtail CRM.

Thursday, June 12, 2014 11:00 AM - 12:00 PM PDT: Aggregators and Account Management


Developing Consistent Client Experiences: Efficient Techniques Using Redtail CRM

Dr. David L. Lawrence, Founder and President of EfficientPractice.com, has put together a White Paper exploring various dilemmas posed when attempting to create consistent client experiences and suggesting a number of solutions to overcome those hurdles using Redtail CRM to support your efforts. You can read it here.



Database Role Options webinar tomorrow, June 5

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Within Redtail CRM, a database user may have one of four roles (database owner, admin user, non-admin user or switch-in user). Permissioning and other restrictions can also be applied when needed. In this session we’ll cover these roles and restrictions.

Thursday, June 5, 2014 11:00 AM - 12:00 PM PDT: Various Database Roles




Retriever for the Desktop webinar tomorrow, May 22

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Ever wondered how to sync some of your Redtail data with Outlook on your desktop? Well wonder no more! For this session, we will be discussing Retriever and how it works in conjunction with your Redtail calendar.

Thursday, May 22, 2014 11:00 AM - 12:00 PM PDT: Retriever For The Desktop


Everything about Notes webinar tomorrow, May 15, at 11 am PDT

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Documenting all client and contact interactions is an essential part of truly maximizing your CRM effectiveness.  Join us for a look at Best Practices with Notes.

Thursday, May 15, 2014 11:00 AM - 12:00 PM PDT: Everything About Notes!


For Some Mothers, The Best Mother's Day Gift They Could Ever Receive Is The Ability To Put A Roof Over Their Children's Heads

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Back in March of this year, we sent out an invitation for you to participate in the IMPLEMENT NOW Practice Management Telesummit held March 17-21. Many of you attended this live, no-cost event and some of you purchased the Speaker Interview Recordings for listening later. We wanted to let you know that IMPLEMENT NOW’S organizers wrote a check to all referrers for a percentage of the fees paid by those they referred for those Recordings and to let you know what we are doing with the check we received.

All funds will be donated to Habitat for Humanity, an organization of which most of you are probably already aware. With more than 1,500 local affiliates in the U.S. and more than 70 national organizations around the world, Habitat for Humanity has helped to build or repair more than 800,000 houses and serve more than 4 million people worldwide.

Sometimes when, together, we pay it forward, we can make the world a better place. Wherever you’re celebrating Mother’s Day on May 11, we hope you’ll pause to think of the mothers that are struggling to provide adequate shelter for their children and perhaps consider what you might be able to contribute to help with Habitat for Humanity’s mission.

If you’re interested in donating individually or as an organization to Habitat for Humanity, you can learn more about donating here. If you have the time and would like to donate your labor for a local build, you can also get involved with the Habitat for Humanity affiliate in your area.


2014 TechLeaders Conference Award Winners

Recognized as industry leaders in broker-dealer technology

APRIL 11, 2014 – Irving, Texas – TechLeaders, the annual broker-dealer technology conference, is pleased to announce the 2014 TechLeaders Conference award winners. The recipients were acknowledged for their outstanding achievements in broker-dealer technology at the March 31-April 2 conference in Irving, Texas. The following companies were recognized as leaders in their respective categories:

  • The Influencer: Most Entertaining Presenter: Advisor Websites
  • The Innovator: Most Innovative Product of the Year: iPipeline
  • TechLeader: Technology of the Year: Redtail Technology

Voting was conducted by conference participants via the TechLeaders Conference mobile app which featured information on each company and presenter. The awards tied back to the key agenda of the TechLeaders Conference: presenting technology solutions that best serve the needs and problems that broker-dealers and their representatives are facing every day.

Advisor Websites and Redtail Technologies are both two-time winners in their categories—a clear sign that they are addressing the needs of the marketplace.

Read More

Webinar tomorrow, May 8, on Resources Available to Redtail Users

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Join us as we dive into the different resources available for Redtail support, training and connection with other Redtail users!

Thursday, May 8, 2014 11:00 AM - 12:00 PM PDT: Resources as a Redtail User


Redtail Honored with Innovation Award by TDAI

One of our primary focuses has always been to make your jobs easier and your processes more efficient through integration. We are truly honored that TD Ameritrade Institutional this week recognized Redtail, along with Orion Advisor Services, with the Innovation Award during their inaugural Veo® Integrated Awards.

You can read more about these awards, presented during TDAI's 5th Technology Summit, here.


Webinar tomorrow, May 1, on Family and Membership Management in Redtail CRM

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Connecting your contacts, one to another, via either Family or Membership relationships allows you to tighten your marketing efforts, prep better for client reviews and meetings, spot opportunities for client retention and acquisition and bolster your business-building activities. Learn more about setting these relationships up in this webinar.

Thursday, May 1, 2014 11:00 AM - 12:00 PM PDT: Family and Membership Management


Monmouth Telecom Integration Now Available

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Setup of the integration is all handled from the Monmouth side after you've established an account with them, so inquiries should be directed at this time to them in order to get started with the integration. You can watch a short video below that they prepared to show setup and how the integration works, as well as reading more about their CRM Integration for Hosted PBX here. In a nutshell, once you're set up, the integration will automatically pull up the contact record of anyone calling into your phone system, removing the need for you to search for a contact after they've identified themself. Additionally, it offers an option for automatic note creation after you hang up to record the fact that you received the call.

Here's the vid:


Webinar tomorrow, April 24, on Building and Using Workflows

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Learn how to create Workflows inside of Redtail CRM and how they can be applied to create efficiencies when working with your contacts.

Thursday, April 24, 2014 11:00 AM - 12:00 PM PDT: Building and Using Workflows


Webinar tomorrow, April 17: Client Reviews and Financial Planning Made Easy with inStream

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inStream is a cloud-based technology solution that performs a complete “annual review” for all of your clients every single evening and every single morning generates an updated financial plan and series of alerts based on the nightly review that tells you which clients to call and what to discuss with them.

inStream integrates directly with Redtail,  which makes getting up and running easy and also allows your client data in inStream to always be current.  inStream then applies its industry-leading planning capability (developed in partnership with Wade Pfau, PhD) along with a series of other sophisticated analytics (mortgage, insurance, Social Security) to provide you with consistent, timely, relevant insights into each and every one of your clients’ financial situations.

Thursday, April 17, 2014 10:00 AM - 11:00 AM PDT: Client Reviews and Financial Planning Made Easy: inStream


Are You Using a Password Manager? If Not, Now is a Good Time to Start

In light of the widespread internet security vulnerability disclosed this week, known as Heartbleed, Redtail yesterday published what we are doing to address the issue in regard to our solutions. Here, I want to share with you some information on password security, specifically how LastPass might help you to better manage and protect your passwords. Note: there are other password managers out there, but LastPass is an established and respected password manager and the one with which I have experience.

I’ve been using LastPass for about two years. it’s free for use on your computer, but if you want to use it on your phone and/or tablet, you can upgrade to Premium for $12 a year (for a dollar a month, it’s a no-brainer to me, but, even if you don’t go Premium, you should give the desktop version a go to experience just how much time it can save you).

If you aren’t familiar with LastPass, after download you just create one password that you can remember but that would be difficult for anyone to crack, i.e., a combination of upper and lower case letters, numbers, symbols, no dictionary words, etc. When you pull your browser up in the morning, you’ll just log into LastPass from the icon that’s placed in your browser’s toolbar. Then, whenever you go to any of your accounts that require login, you autofill the login info from your LastPass menu icon.

Read More


Heartbleed: What You Should Know in Regard to Redtail

On Monday (April 7, 2014) an announcement was published about a new security vulnerability (CVE-2014-0160) in OpenSSL, which is a cryptography library responsible for powering much of the private communication across the Internet. The library is an essential component for maintaining privacy between clients and servers, and for confirming that Internet servers are who they represent themselves to be. The threat has been given the name Heartbleed.

This vulnerability could allow an attacker to steal the keys that protect internet communication and user passwords. This represents a major risk to large portions of private traffic on the Internet, including redtailtechnology.com

At this point, we've seen no indication that the attack has been used against redtailtechnology.com. However, the nature of the attack makes it difficult to detect so we are proceeding with a high degree of caution.

Read More

Webinar tomorrow, April 10, on Building and Using Checklists

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Learn how to create Checklists inside of Redtail CRM and how they can be applied to create efficiencies when working with your contacts.

Thursday, April 10, 2014 11:00 AM - 12:00 PM PDT: Building and Using Checklists


Webinar tomorrow, April 3, on Managing your Site Preferences in Redtail CRM

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Much of the customization you can do within your database is accomplished from your Site Preferences page.  Learn how to work with all the areas on this page in this information-packed webinar.

Thursday, April 3, 2014 11:00 AM - 12:00 PM PDT: Managing Your Site Preferences


Webinar tomorrow, March 27th, on the Contact Overview within Redtail CRM

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Join us for an Overview of the Contact Overview.  We will explore all the parts of the Contact Overview, including Know Your Client and Accounts.

Thursday, March 27, 2014 11:00 AM - 12:00 PM PDT: Contact Overview


Webinar tomorrow, March 20, on the Importance of Lists and Setting up your Database

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Join us to learn how to customize your database to suit your needs.  We will explore the different types of Lists in Redtail and how to use them!

Thursday, March 20, 2014 11:00 AM - 12:00 PM PDT: The Importance of Lists and Setting Up your Database


Webinar tomorrow, March 13, Providing an Overview of Available Integrations with Redtail

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Redtail CRM integrates widely and deeply with so many different partners that it can be difficult to stay abreast of all your integration choices.  In this session we’ll give you a good overview of the integration options available to you.

Thursday, March 13, 2014 11:00 AM - 12:00 PM PDT: Overview of Available Integrations



Partner Spotlight: Money Organizer Pro (Part II)


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Part II of our Partner Spotlight webinar with Money Organizer Pro, More Efficient Revenue, will show advisors how to simplify the process of collecting, organizing and managing client data in just minutes. More importantly advisors will learn a cash flow management system that can help clients maximize their wealth potential as well as generate more revenue.

If you missed Part I, it's available here.

You can register for tomorrow's event using the Registration Web Link below.

Wednesday, March 12, 2014 9:00 AM - 10:00 AM PDT: Increase Efficiency and Client Experience with Redtail & Money Organizer Pro



Webinar on Monday, March 3, on How Redtail Advisors are Driving Revenue Growth with Riskalyze

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Riskalyze helps advisors pinpoint their clients' and prospects' tolerance for risk and lets them use that unique and personal Risk Fingerprint to find investments that fit them. Learn more about Riskalyze and the integration with Redtail CRM — reserve your place for Monday's webinar now:

Monday, March 3, 2014 10:00 AM - 11:00 AM PST: How Redtail Advisors are Driving Revenue Growth with Riskalyze


Webinar tomorrow, February 27, on Seminar Management in Redtail CRM

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Want to learn how to streamline tasks involved with creating events?  Redtail's Seminar Management tool can help!

Thursday, February 27, 2014 11:00 AM - 12:00 AM PST : Seminar Management




How to Win Prospective Business Through Customized Proposals: Redtail and AdvisoryWorld Webinar tomorrow, February 20

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Come learn about Redtail's integration partner AdvisoryWorld and how they can help you create customized proposals to set you apart from other advisors. We will also highlight recent updates to the Redtail integration with AdvisoryWorld.

Thursday, February 20, 2014 10:00 AM - 11:00 AM PST: How to Win Prospective Business through Customized Proposals: Redtail and AdvisoryWorld


Webinar tomorrow, February 20, on Reporting in Redtail CRM

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Join us for a look at the many Reporting functionalities available within Redtail CRM and how you can put these to use within your office.

Thursday, February 20, 2014 11:00 AM - 12:00 AM PST : Reporting


Webinar tomorrow, February 13, on Advanced Search in Redtail CRM

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Redtail CRM offers some pretty serious search capability, as well as a ton of options as to what actions you can perform with your search results. Join us to learn more about this business-critical function within Redtail.

Thursday, February 13, 2014 11:00 AM - 12:00 AM PST : Advanced Searching


Webinar tomorrow, February 6, on Notes in Redtail CRM

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Documenting all client and contact interactions is an essential part of truly maximizing your CRM effectiveness.  Join us for a look at Best Practices with Notes:

Thursday, February 6, 2014 11:00 AM - 12:00 AM PST : Notes


Partner Spotlight: Money Organizer Pro

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Join our Two-Part Redtail webinar on February 12th and March 12th, and learn how the integration between Redtail Technology and Money Organizer Pro can save you time and money while also helping you provide clients with a better solution for maximizing cash flow.

Money Organizer Pro isn’t just a cash flow management tool that grades clients on their ability to sustain their lifestyle; it's also a data-gathering tool that allows Redtail users to more easily collect and organize client data, while helping advisors develop more efficient uses of cash flow for clients in an effort to increase savings and decrease debt.

Learn, from Money Organizer Pro's CEO, about the techniques used to more easily collect and organize client data and then how to use Money Organizer Pro to help clients maximize their cash flow. Moreover, learn how Money Organizer Pro can help you utilize Redtail at a deeper level by collecting more data with an effective process management system.

How much time will you save? On average, advisors save more than 2 hours per client. Your clients can simply complete the online client profile, allowing you not only to use that data to help clients maximize their cash flow, but also to import that data into Redtail with just a few clicks.

Special pricing on Money Organizer Pro will be offered for attendees of these webinars.

Wednesday, February 12, 2014 9:00 AM - 10:00 AM PST : Partner Spotlight: Money Organizer Pro


Redtail Tips and Tricks webinar tomorrow, January 30

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Looking for shortcuts or easier ways of doing things within your CRM?  Join us for this special webinar tomorrow:

Thursday, January 30, 2014 11:00 AM - 12:00 AM PST : Tips and Tricks


Webinar tomorrow, January 23, on Database User Roles within Redtail

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Within Redtail CRM, a database user may have one of four roles (database owner, admin user, non-admin user or switch-in user). Permissioning and other restrictions can also be applied when needed. In this session we’ll cover these roles and restrictions.

Thursday, January 23, 2014 11:00 AM - 12:00 AM PST : Various Database Roles



Webinar tomorrow, January 16, on Keywords vs. UDFs vs. Personal Interests

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Trying to determine when to use one of these methods for tracking a piece of contact data can be confusing if you don’t understand how they are alike and how they are different. In this session we’ll cover those similarities and differences, as well as their creation and application and how they can help you with niche marketing.

Thursday, January 16, 2014 11:00 AM - 12:00 AM PST : Keywords vs. UDFs vs. Personal Interests


Webinar tomorrow, Jan. 14, on using Mobile Assistant for dictation with Redtail CRM

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Join us to learn more about Redtail's integration partner, Mobile Assistant, and how you can use them together to aid with your Note taking process.

Tuesday, January 14, 2014 10:00 AM - 11:00 AM PST : The Elephant in the room - How mobile dictation can help “tame” meeting notes in Redtail CRM.


Calendar Management webinar tomorrow, January 9, at 11 am Pacific

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Learn how to manage your own and your team's schedule using Redtail's calendar.  We will discuss how to manage the calendar and provide some tips from us and other users.

Thursday, January 9, 2014 11:00 AM - 12:00 AM PST : Calendar Management 


New integration with Bill Good Marketing's Gorilla® Anywhere

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Bill Good Marketing, Inc. announced yesterday the release of a tool to synchronize data from Redtail CRM to their marketing system, Gorilla® Anywhere. You can see that press release here. Setup of the integration is all handled from the Gorilla side, so inquiries should be directed at this time to them in order to get started with the integration.


Webinar on CRM Database Maintenance on December 26th

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If you want to make the best use of Redtail, it’s important that you customize your database in a manner that reflects your office’s practices and maintain your data so that it is always up-to-date. Join us to get some tips on how best to accomplish both of these important ongoing tasks.

Thursday, December 26, 2013 11:00 AM - 12:00 PM PST:  Redtail CRM Database Maintenance 

Webinar tomorrow, December 19, on Managing Your Account in Redtail CRM

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The majority of the customization you can perform within Redtail CRM is handled from the Manage Your Account menu. Join us to learn about the specifics of everything you can accomplish here.

Thursday, December 19, 2013 11:00 AM - 12:00 PM PST:  Managing Your Account

Working with Reminders webinar tomorrow, December 12

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Redtail CRM is preconfigured to provide you with Dashboard Reminders based upon data you enter into various fields throughout your database, including Birthdays, Wedding Anniversaries and Client Review Dates. In this webinar, we’ll go over using the Reminders section to ensure that you never miss any important client milestones or required tasks.

Thursday, December 12, 2013 11:00 AM - 12:00 PM PST:  Working with Reminders

Working with Accounts Webinar tomorrow, December 5

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Whether your accounts are fed over into Redtail from one of our aggregator partners or your office is manually entering account data, we’ll cover everything you need to know in this webinar about account management within Redtail CRM.

Thursday, December 5, 2013 11:00 AM - 12:00 PM PST:  Working with Accounts

Upcoming Friday webinars on Redtail Imaging's New Look and Usage

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Redtail's new Imaging application is now available and we are currently in the midst of rolling it out to all Imaging customers. We think you'll be pleased with the new interface, the increased functionality and the ease of use. Please join us for one of these webinars where we'll be covering everything you need to know about the changes. Those not currently subscribed to Imaging are welcome to join as well!

Friday, November 22, 2013 11:00 AM - 12:00 PM PST:  Redtail Imaging Has a New Look!
Friday, December 6, 2013 11:00 AM - 12:00 PM PST:  Redtail Imaging Has a New Look!
Friday, December 13, 2013 11:00 AM - 12:00 PM PST:  Redtail Imaging Has a New Look!
Friday, December 20, 2013 11:00 AM - 12:00 PM PST:  Redtail Imaging Has a New Look!
Friday, December 27, 2013 11:00 AM - 12:00 PM PST:  Redtail Imaging Has a New Look!

Ask the Trainers Webinar tomorrow, November 21

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Do you have Redtail-related questions that you’d like to discuss in an open forum webinar session? Join us to put those questions to our Subject Matter Experts and to hear what questions your peers may have as well.

Thursday, November 21, 2013 11:00 AM - 12:00 PM PST:  Ask the SMEs! (Our Knowledge Experts)


Webinar tomorrow, November 14, on Notes in Redtail CRM

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Documenting all client and contact interactions is an essential part of truly maximizing your CRM effectiveness.  Join us for a look at Best Practices with Notes:

 Thursday, November 14, 2013 11:00 AM - 12:00 PM PST:  Notes


Do Your Best Practices Include Tech Training?

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In a recent TECHTALK piece on Investment News' website, Timothy Welsh discussed some of the highlights of the 2013 Investment News Best Practices Awards and Workshop held in late September in Chicago. The event was largely centered on 2013 Investment News "research studies on compensation and staffing as well as on technology usage." The most interesting takeaway for us here at Redtail, as technology providers, is that firms cite "advisor productivity" as their primary reason for adapting technologies and yet many of them neglect to take the necessary steps to train their staffs in order to realize those increased efficiencies.

If you find your office in this position, we want to make sure that you are aware of all the training resources that Redtail makes available for the solutions that we offer. After all, the fact that you've implemented one of our solutions strongly suggests that you were acting on a perceived need to streamline or modernize some aspect of your day-to-day operations.

That said, the below is intended to give you quick access to the training on any of Redtail's solutions that you might need.

Read More

Webinar tomorrow, November 7, on Holiday Mailings

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Ready to put together your client mailings for the 2013 Holiday Season (or just want to make sure you'll be ready when that time does come)? Whether you are planning on a physical mailing or an email, join us for this webinar where we’ll walk you through how to use Redtail CRM to take care of your holiday mailing needs.

Thursday, November 7, 2013 11:00 AM - 12:00 PM PST:  Holiday Mailings

It's Not Too Early to Begin Thinking About Holiday Mailings

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Bah Humbug, you may say. It's much too early to be thinking about Christmas and all of the other upcoming holidays. I'm still sneaking those mini Reese's Cups from my kids' Halloween haul when they aren't looking. 

While it's true that all the in-store holiday displays seem to show up more prematurely with each passing year, it still may be to your office's benefit to go ahead and at least begin preparing for any holiday mailings you plan to send to your clients, prospects, vendors, etc. You don't want to wait until the last minute and add more stress to what is already an incredibly busy time of the year.

How can you use Redtail CRM to assist you with making this process easier and less stressful? Let's take a look.

Read More

Six dates (including today) set for Webinars on Redtail Imaging's new interface

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Redtail's new Imaging application is now available and we will be rolling it out to all Imaging customers over the coming weeks. We think you'll be pleased with the new interface, the increased functionality and the ease of use. Please join us for one of these webinars where we'll be covering everything you need to know about the changes. Those not currently subscribed to Imaging are welcome to join as well!

Wednesday, October 30, 2013 1:00 PM - 2:00 PM PDT:  Redtail Imaging's New Look!
Thursday, October 31, 2013 1:00 PM - 2:00 PM PDT : Redtail Imaging's New Look!
Friday, November 1, 2013 1:00 PM - 2:00 PM PDT : Redtail Imaging's New Look!
Monday, November 4, 2013 1:00 PM - 2:00 PM PST : Redtail Imaging's New Look!
Wednesday, November 6, 2013 1:00 PM - 2:00 PM PST : Redtail Imaging's New Look!
Friday, November 8, 2013 1:00 PM - 2:00 PM PST : Redtail Imaging's New Look!

Webinar tomorrow, October 31, on Setting and Managing Client Expectations with Workflows and Checklists

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One often-overlooked aspect of managing client relationships is setting client expectations. It shouldn't be. Learn how to use Workflows and Checklists in Redtail to help you set and manage client expectations.

Thursday, October 31, 2013 11:00 AM - 12:00 PM PDT:  Setting and Managing Client Expectations with Workflows and Checklists

Redtail's new Imaging application now available

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We've begun rolling out our new Imaging application to customers. You can read more about the roll out and learn more about the new interface here: http://conta.cc/1dIDpRj


Redtail Imaging: A First Steps Guide

The below information is intended as a reference for both existing and new users of Redtail Imaging. We will attempt to provide all of the information (or links to all of the information) that you will need to set up and use your Imaging database efficiently.

 

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ACTIVATING YOUR IMAGING SUBSCRIPTION

Getting set up with your Imaging database is simply a matter of contacting Redtail's Sales Team to request that we enable this for you. Note: this does require that we speak with your CRM Database Owner, in order that we can run a quick security check to verify they would like to purchase an Imaging subscription. That said, any database user can request a two-week trial version of Imaging which, if you elect to activate, can be turned on after running the database owner security check.

IMAGING DOCUMENTATION

We'll provide links below to specific Imaging topics, but be aware you can find all Imaging documentation here.

Read More

Webinar tomorrow, October 24, on Redtail CRM's Opportunity Tracker

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Don't miss this opportunity to learn more about the Opportunity Tracker, which provides those in your office with a central location to stay up-to-date on, track and manage items in the pipeline.

Thursday, October 24, 2013 11:00 AM - 12:00 PM Pacific:  Opportunity Tracker

Addressing the Challenge of User Adoption: Webinar tomorrow at 11 am Pacific

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User adoption almost always tops the list in polls that look to determine what the barriers to a successful CRM implementation may be.  Here at Redtail we understand the complexity of this challenge. Join us to get some recommendations on how you can address this in your office should the need arise.

Thursday, October 17, 2013 11:00 AM - 12:00 PM PDT:  Addressing the Challenge of User Adoption

Webinar on Advanced Searching in Redtail CRM — October 10 at 11 am Pacific

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Redtail CRM offers some pretty serious search capability, as well as a ton of options as to what actions you can perform with your search results. Join us to learn more about this business-critical function within Redtail.

Thursday, October 10, 2013 11:00 AM - 12:00 PM PDT:  Advanced Searching

Webinar on Permissions in Redtail CRM tomorrow at 11 am Pacific

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Permissioning in Redtail CRM allows your database owner and admin users to manage contact viewing permissions for non-admin users. Join us to learn how to set these up for your office.

Thursday, October 3, 2013 11:00 AM - 12:00 PM PDT:  Permissions

Tips and Tricks Webinar tomorrow at 11 am PDT

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Join us as we dive into some tips and tricks of Redtail and have your tips ready because we will be sharing!

Thursday, September 26, 2013 11:00 AM - 12:00 PM PDT:  Tips and Tricks

Set and Manage Your Clients' Expectations with Workflows and Checklists

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One often overlooked aspect of managing client relationships is setting client expectations. It shouldn't be. If you don't set expectations, or you over-promise, you may be setting yourself up for both lower client retention rates and fewer prospect referrals. It is therefore imperative that you establish setting of client expectations as a systematized component of your on-boarding process as well as as your ongoing client processes. 

What expectations you may need to set will vary based upon the services you provide, but at a minimum you should indicate how and how often you plan to communicate with clients, when you are typically available for their inquiries, who they can contact when you're unavailable, what paperwork they should expect from you, and time frames for your deliverables. Throughout the rest of this piece, we'll use the shorthand "client expectation details" to refer to all of these items.

Managing your client and prospect relationships requires that you achieve an optimum balance between staying in touch and on top of things on one hand and not being perceived as intrusive on the other. While you may already have a good feel for the proper balance, systematizing your efforts in regards to achieving that balance is essential, particularly as your business grows. Additionally, having these processes nailed down allows you to differentiate yourself as a firm, making the on-boarding process a consistent one for your office and a smooth one for your prospects who, while not seeing all the moving parts that make the process smooth will nonetheless come away from their interactions with you feeling like you have a handle on things.

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Calendar Management Webinar tomorrow, September 19, at 11 am PDT

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Join us for a look at how you can use your Redtail Calendar to manage the day-to-day operations of your office.
Thursday, September 19, 2013 11:00 AM - 12:00 PM PDT:  Calendar Management

Seminar Management Webinar tomorrow, September 12, at 11 am PDT

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Want to learn how to streamline tasks involved with creating and managing events?  Redtail's Seminar Management tool can help!

Thursday, September 12, 2013 11:00 AM - 12:00 PM PDT:  Seminar Management

Webinar tomorrow, September 5, on Cleaning Up Your Database!

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Join us to discuss how to clean up your data and use it effectively.

Thursday, September 5, 2013 11:00 AM - 12:00 PM PDT:  Cleaning Up Your Database!

Webinar tomorrow, August 29, providing an Overview of Available Integrations with Redtail CRM

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Redtail CRM integrates widely and deeply with so many different partners that it can be difficult to stay abreast of all your integration choices.  In this session we’ll give you a good overview of the integration options available to you.

Thursday, August 29, 2013 11:00 AM - 12:00 PM PST:  Overview of Available Integrations

Webinar tomorrow, August 22, on Notes in Redtail CRM

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Documenting all client and contact interactions is an essential part of truly maximizing your CRM effectiveness.  Join us for a look at Best Practices with Notes.

Thursday, August 22, 2013 11:00 AM - 12:00 PM PST:  Notes

Webinar tomorrow, August 15, on Family and Membership Management in Redtail CRM

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Relating your contacts, one to another, via either Family or Membership relationships allows you to tighten your marketing efforts, to prep better for client reviews and meetings, to spot opportunities for client retention and acquisition and to bolster your business-building activities.

Thursday, August 15, 2013 11:00 AM - 12:00 PM PST:  Family and Membership Management

Redtail's CRM User Adoption article from T3 August 2013 Newsletter

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User adoption almost always tops the list in polls that look to determine what the barriers to a successful CRM implementation may be.  Here at Redtail we understand the complexity of this challenge. The article linked below is meant to explain 1) what we do as a company in an attempt to help offices overcome this barrier and 2) what you can do to map a course to ensure a successful adoption within your office.

This article first appeared in the August 2013 Technology Tools for Today newsletter, a publication you should certainly check out if you are interested in staying abreast of current and emerging technologies in the financial services sector.  You can also check out a short (1 minute) video introduction of the article here on T3's blog.

Read the article here


Webinar tomorrow, August 8, on Reporting within Redtail CRM

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Good, clean data is essential for a functioning CRM, and the ability to then report on that data turns your information into a powerful tool for niche marketing, business analysis, planning and a host of other necessary business functions.

You can use the link below to register for this webinar now:

Thursday, August 8, 2013 11:00 AM - 12:00 AM PST:  Reporting

Webinar tomorrow, August 1, on Managing Your Site Preferences within Redtail CRM

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Much of the customization you can do within your database is accomplished from your Site Preferences page.  Learn how to work with all the areas on this page in this information-packed webinar.

Thursday, August 1, 2013 11:00 AM - 12:00 AM PST:  Managing your Site Preferences

Webinar tomorrow, July 31, on integration with Advisors Gateway

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In this webinar we'll be introducing Advisors Gateway, a new Redtail partner, that provides semi-custom and custom website design exclusively for financial professionals.

Attendees will be eligible for a special discount from Advisors Gateway.

Wednesday, July 31, 2013 10:00 AM - 11:00 AM PST: Introducing Advisor's Gateway!



Webinar tomorrow, July 25, on Redtail CRM's Opportunity Tracker

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Don't miss this opportunity to learn more about the Opportunity Tracker, which provides those in your office with a central location to stay up-to-date on, track and manage items in the pipeline.

Thursday, July 25, 2013 11:00 AM - 11:30 AM PST:  Opportunity Tracker

Webinar tomorrow, July 18, on All Things Mail Merge

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Learn how to build custom letters and labels that can pull contact information from Redtail CRM to create a personalized experience for your contacts and clients.

Thursday, July 18, 2013 11:00 AM - 12:00 PM PST:  All Things Mail Merge!

VOICE2insight Summer Promotion for Redtail users

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Visit VOICE2insight for details on this promotion for Redtail users.


Webinar tomorrow, July 11, on Advanced Search in Redtail CRM

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Good data in, good data out!  See how the Advanced Search tool in Redtail can help you find the information you need, when you need it.

Thursday, July 11, 2013 11:00 AM - 12:00 PM PST:  Advanced Searching

InvestmentNews' 2013 Tech Trends Survey results are in

Thanks to all of you for your participation in this annual survey.  We were very excited to see Redtail CRM finish #1 in the CRM category (with 39.5% of respondents indicating they use Redtail) and #2 overall in terms of technology products used by advisors.  We were also pleased to see Redtail Imaging finish third in the Document Management category and #13 overall in terms of products used.

Davis Janowski's commentary on the results is available here.


Webinar tomorrow, June 27, on Creating Labels and Custom Labels in Redtail CRM

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Join us to explore how to create labels in Redtail and make your own custom labels.

Thursday, June 27, 2013 11:00 AM - 12:00 PM PST : Creating Labels and Custom Labels


Webinar tomorrow, June 20, covering Manage Your Account options in Redtail

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Join us to learn how to best utilize the options under the Manage Your Account menu in Redtail.  We will explore how these options allow you to customize your database.

Thursday, June 20, 2013 11:00 AM - 12:00 PM PST : Managing Your Account

Deadline for InvestmentNews' 2013 Tech Trends Survey is June 17

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We encourage each of you to take the time to participate in the InvestmentNews 2013 Tech Trends Survey, which allows you to indicate the software and tech products you use in your business operations along with your satisfaction level for each product or service.  It's a quick survey (less than 5 minutes), and your participation increases the value of their published results for all in the advisor community.
 
As always, we look forward to the publication of the final results, as the survey's findings aid us with determining areas where we can improve our offerings and alert us to potential new integration partners.  In short, the more participation from the advisor community, the better the job we can do for you as a provider of core technologies.  
 
Please click here to take the InvestmentNews survey.  Results will be posted in the July 8th issue of InvestmentNews, as well as on their website.  Note, this survey closes at the end of the day on Monday, June 17th, so if you'd like to participate you'll need to do so soon.


Webinar tomorrow, June 13, on the Contact Overview within Redtail CRM

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Join us for an overview webinar of the Contact Overview in Redtail CRM.  We will explore all parts of the Contact Overview, including Know Your Client and Accounts.

Thursday, June 13, 2013 11:00 AM - 12:00 PM PST : Contact Overview

Webinar tomorrow, June 6, covering the use of Lists to customize your database

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Join us to learn how to customize your database to suit your needs.  We will explore the different types of Lists in Redtail and how to use them!

Thursday, June 6, 2013 11:00 AM - 12:00 PM PST : The Importance of Lists and Setting Up Your Database

Webinar today at 1 PM PST on Goals Based Planning with ASI’s goalgamiPro

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Join us and learn about Redtail's new integration partner Advisor Software, Inc. Redtail recently released an integration with their goalgamiPro product. In this session we will learn about goalgamiPro and how it integrates with Redtail!

Wednesday, June 5, 2013 1:00 PM - 2:00 PM PST: Goals Based Planning with ASI’s goalgamiPro


Upgrade to MoneyGuidePro integration

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MoneyGuidePro sent out the below information to their users yesterday regarding their integration with Redtail, and we wanted to make this available on our end as well, in order that our mutual users be made aware of both the updates and the one-time action required as a result of these updates.  Now, here's the information sent out by MoneyGuidePro:

Dear MoneyGuidePro User,

We are excited to announce that on Monday, June 10th, 2013, MoneyGuidePro (MGP) will be upgrading our integration with Redtail, which will take advantage of new technology. Benefits include:

  • Faster integration and updates of client information
  • Utilization of Redtail’s new entitlement features
  • Paves the way for future advanced integration functionality

This upgrade will require a one-time action on your part:

  1. Launch a client from Redtail as normal (see video on how to do this). You will be prompted to either link to an Existing User or Register for a free new trial.
  2. Enter your MGP user id and password in the Existing User login credential section (if you do not know your login credentials, please contact the support team now at support@moneyguidepro.com or 1.800.743.7092).

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These changes will also affect the way you add clients.

  • The Add New linked client button is no longer necessary and will not display on the Add and Select Client’s page.
  • New clients will be added seamlessly when launching from the Head of the Household / Family Head Contact in Redtail.
  • If you need to link a client that was created in MGP, you can do so in the Manage Integration link found on the client’s My Plans page in MGP.

Thank you for your continued support of MoneyGuidePro,

MoneyGuidePro Support Team
support@moneyguidepro.com
1.800.743.7092
Mon. - Fri., 9:00 am - 6:00 pm (ET)
www.moneyguidepro.com

 

 


Webinar tomorrow, May 30, on Tips and Tricks for Redtail CRM

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Looking for shortcuts or easier ways of doing things within your CRM?  Join us for this special webinar tomorrow:

Thursday, May 30, 2013 11:00 AM - 12:00 PM PST : Tips and Tricks


Redtail now offers integration with Investalink (Investacorp)

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This integration allows SSO from Investalink to Redtail and the ability to pull contact data from Redtail CRM to Investalink.  Details on setup are available here.


Partner Spotlight webinar on AdvisoryWorld on May 31

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AdvisoryWorld provides Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies. The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.

Please join us for a Partner Spotlight webinar on Redtail's integration with AdvisoryWorld on May 31.

Friday, May 31, 2013 11:00 AM - 12:00 PM PST: Partner Spotlight: Advisory World


Partner Spotlight webinar on goalgamiPro on May 29

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Advisors Software, Inc. (ASI) is a leading provider of wealth management technology. The company pioneered enterprise rebalancing and a unique balance sheet approach to financial planning available through goalgamiPro, a quick planning solution. ASI’s solutions have been used by over 87,000 advisors. For more information, visit www.advisorsoftware.com.

Please join us for a webinar taking a look at this new integration with Redtail on May 29.

Wednesday, May 29, 2013 1:00 PM - 2:00 PM PST: Partner Spotlight: ASI: goalgamiPro


Webinar tomorrow, May 23, on Retriever for the Desktop

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If you'd like to learn more about using Retriever for the Desktop to sync your contacts, activities and tasks between Redtail and Microsoft Outlook, please join us for this webinar tomorrow.

Thursday, May 23, 2013 11:00 AM - 12:00 PM PST : Retriever for the Desktop