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.
- Registration Web Link: https://www1.gotomeeting.com/register/703093120
- Webinar ID: 703-093-120
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!
- Registration Web Link: https://www1.gotomeeting.com/register/908168497
- Webinar ID: 908-168-497
- Registration Web Link: https://www1.gotomeeting.com/register/909490633
- Webinar ID: 909-490-633
- Registration Web Link: https://www1.gotomeeting.com/register/911136120
- Webinar ID: 911-136-120
- Registration Web Link: https://www1.gotomeeting.com/register/912947233
- Webinar ID: 912-947-233
- Registration Web Link: https://www1.gotomeeting.com/register/915033401
- Webinar ID: 915-033-401
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.
- Registration Web Link: https://www1.gotomeeting.com/register/130607241
- Webinar ID: 130-607-241
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
- Registration Web Link: https://www1.gotomeeting.com/register/339562305
- Webinar ID: 339-562-305
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
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.
- Registration Web Link: https://www1.gotomeeting.com/register/772620361
- Webinar ID: 772-620-361
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
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!
- Registration Web Link: https://www1.gotomeeting.com/register/758861408
- Webinar ID: 758-861-408
- Registration Web Link: https://www1.gotomeeting.com/register/760018344
- Webinar ID: 760-018-344
- Registration Web Link: https://www1.gotomeeting.com/register/769398656
- Webinar ID: 769-398-656
- Registration Web Link: https://www1.gotomeeting.com/register/774343993
- Webinar ID: 774-343-993
Webinar tomorrow, October 31, on Setting and Managing Client Expectations with Workflows and Checklists
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.
- Registration Web Link: https://www1.gotomeeting.com/register/759178401
- Webinar ID: 759-178-401
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
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.
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.
We'll provide links below to specific Imaging topics, but be aware you can find all Imaging documentation here.Read More
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.
- Registration Web Link:https://www1.gotomeeting.com/register/667655649
- Webinar ID: 667-655-649
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.
- Registration Web Link: https://www1.gotomeeting.com/register/588727921
- Webinar ID: 588-727-921
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.
- Registration Web Link: https://www1.gotomeeting.com/register/614603041
- Webinar ID: 614-603-041
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.
- Registration Web Link: https://www1.gotomeeting.com/register/235013369
- Webinar ID: 235-013-369
Join us as we dive into some tips and tricks of Redtail and have your tips ready because we will be sharing!
- Registration Web Link: https://www1.gotomeeting.com/register/479312233
- Webinar ID: 479-312-233
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.Read More
- Registration Web Link: https://www1.gotomeeting.com/register/412371145
- Webinar ID: 412-371-145
Want to learn how to streamline tasks involved with creating and managing events? Redtail's Seminar Management tool can help!
- Registration Web Link: https://www1.gotomeeting.com/register/142345041
- Webinar ID: 142-345-041
Join us to discuss how to clean up your data and use it effectively.
- Registration Web Link: https://www1.gotomeeting.com/register/689343352
- Webinar ID: 689-343-352
If you aren't a subscriber to our Newsletter list, but would like to see this month's issue, you can do so here.
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.
- Registration Web Link: https://www1.gotomeeting.com/register/180373009
- Webinar ID: 180-373-009
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.
- Registration Web Link: https://www1.gotomeeting.com/register/832641544
- Webinar ID: 832-641-544
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.
- Registration Web Link: https://www1.gotomeeting.com/register/799831520
- Webinar ID: 799-831-520
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.
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:
- Registration Web Link: https://www1.gotomeeting.com/register/406474832
- Webinar ID: 406-474-832
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.
- Registration Web Link: https://www1.gotomeeting.com/register/821191905
- Webinar ID: 821-191-905
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!
- Registration Web Link: https://www1.gotomeeting.com/register/837499448
- Webinar ID: 837-499-448
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.
- Registration Web Link: https://www1.gotomeeting.com/register/394651329
- Webinar ID: 394-651-329
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.
- Registration Web Link: https://www1.gotomeeting.com/register/491409281
- Webinar ID: 491-409-281
Visit VOICE2insight for details on this promotion for Redtail users.
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.
- Registration Web Link: https://www1.gotomeeting.com/register/777065657
- Webinar ID: 777-065-657
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.
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
- Registration Web Link: https://www1.gotomeeting.com/register/143363688
- Webinar ID: 143-363-688
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.
- Registration Web Link: https://www1.gotomeeting.com/register/913152616
- Webinar ID: 913--152-616
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.
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.
- Registration Web Link: https://www1.gotomeeting.com/register/812930296
- Webinar ID: 812-930-296
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!
- Registration Web Link: https://www1.gotomeeting.com/register/231801641
- Webinar ID: 231-801-641
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
- Registration Web Link: https://www1.gotomeeting.com/register/444461449
- Webinar ID: 444-461-449
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:
- 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.
- 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 firstname.lastname@example.org or 1.800.743.7092).
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
Mon. - Fri., 9:00 am - 6:00 pm (ET)
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
- Registration Web Link: https://www1.gotomeeting.com/register/723654640
- Webinar ID: 723-654-640
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
- Registration Web Link: https://www1.gotomeeting.com/register/986022569
- Webinar ID: 986-022-569
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
- Registration Web Link: https://www1.gotomeeting.com/register/977577888
- Webinar ID: 977-577-888
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.
- Registration Web Link: https://www1.gotomeeting.com/register/508994688
- Webinar ID: 508-994-688
If you would like to learn more about Redtail's Email Archiving and Retention service, please join us for a webinar going over how Redtail Email works on May 16:
- Registration Web Link: https://www1.gotomeeting.com/register/449604585
- Webinar ID: 449-604-585
Looking for a way to partition your clients so that your database users only have access to those clients you'd like them to have access to? Redtail CRM offers permissioning functionality, which will allow you to do just that. Join us for tomorrow's webinar to learn more:
- Registration Web Link: https://www1.gotomeeting.com/register/164233088
- Webinar ID: 164-233-088
Last week we received a tremendous amount of feedback from users, looking for a greater understanding of building and using Workflows in Redtail CRM. If you've been wondering how you can put Workflows to work in your office, this is definitely a webinar you don't want to miss.
- Registration Web Link: https://www1.gotomeeting.com/register/473151976
- Webinar ID: 473-151-976
Please join us as we dive into the different resources available to Redtail users. We'll cover a lot of ground here, in hopes of making you aware of all your options for providing feedback and seeking assistance.
- Registration Web Link: https://www1.gotomeeting.com/register/198593008
- Webinar ID: 198-593-008
If you subscribe to Redtail via Scottrade's business-building package of Redtail CRM and MoneyGuidePro™ (which also includes Redtail Imaging and Mobile), two integration points are available. One is Single Sign-On from your Scottrade Advisor Portal to Redtail CRM. The second is an account data feed from Scottrade to your CRM. You can see setup instructions here.
Learn how to create Checklists inside of Redtail CRM and how they can be applied to create efficiencies when working with your contacts.
- Registration Web Link: https://www1.gotomeeting.com/register/277185537
- Webinar ID: 277-185-537
Redtail's new integration with WealthTrace, which allows our mutual users to import investment data from Redtail CRM into WealthTrace's retirement planning software, is now available. You can learn how to begin using this integration here.
Learning how to best use these two different methods of tagging and categorizing your contacts can quickly put you on the road towards very specific segmentation of your database, which in turn allows for both broad-based and niche marketing campaigns.
Please join us for a webinar tomorrow where you can better learn best practices for applying Keywords and User Defined Fields (UDFs).
- Registration Web Link: https://www1.gotomeeting.com/register/860207073
- Webinar ID: 860-207-073
If you haven't already discovered the power of an automated client questionnaire, don't miss this opportunity to learn more about the PreciseFP — Redtail integration. We will show you how to WOW! your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry business forever.
- Registration Web Link: https://www2.gotomeeting.com/register/685865594
- Webinar ID: 685-865-594
Redtail now offers integration with VOICE2insight and V2i is offering a 15-day free trial to allow you to evaluate their service.
One of the easiest and most effective ways to improve your clients' trust in your office is to provide consistent, informed service. Everyone in your office that might come into contact with your clients should be able to quickly see what your most recent points of contact with a client have been. Maintaining Client Notes on every interaction can help your office with this internal transparency and, consequently, with building those trust levels. Additionally, for compliance purposes, you can't overestimate the importance of keeping accurate and detailed Notes.
Join us for a webinar tomorrow to gain a greater understanding of managing client notes within Redtail CRM:
- Registration Web Link: https://www1.gotomeeting.com/register/739600424
- Webinar ID: 739-600-424
We were thrilled to receive the Technology of the Year award at TechLeaders' 2013 Conference. You can see their Press Release announcing this, along with other winners, here.
You can use the link below to register now:
- Registration Web Link: https://www1.gotomeeting.com/register/403838201
- Webinar ID: 403-838-201
Demandforce, an Intuit Company, is a leading client communication solution that helps financial advisors connect with clients in today’s Internet economy using email communications, text messaging and online services. Demandforce combines an award winning communication platform with online and networking tools into one powerful web-based application that seamlessly integrates with your existing Redtail Technology system to help build a strong online presence and leverage current clients to generate referrals. This proven system will help your firm:Read More
Join us tomorrow for a look at the various reporting functionalities within Redtail CRM.
- Registration Web Link: https://www1.gotomeeting.com/register/913152689
- Webinar ID: 913-152-689
IPS AdvisorPro is now offering a 20% discount off the first year's subscription fee to new subscribers from Redtail CRM, i.e., you would pay $396 instead of $495 for the first year of service.Read More
Andrew Gluck, CEO of Advisor Products Inc., has a preview of what this integration means for Redtail subscribers here.
Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf’s industry leading data API, dramatically simplifying your data management. You can see this post for details on setting up the Blueleaf integration with Redtail.