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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

Automate Away - Part 1: Webinar tomorrow, June 8th

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Automate Away - Part 1 (30-45 min)
Thursday, June 8
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6965732000468094723
Webinar ID: 935-366-027

Redtail + MoneyGuidePro: Create Better Plans in Less Time - webinar tomorrow, June 8th

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Redtail + MoneyGuidePro: Create Better Plans in Less Time (30-45 min)
Thursday, June 8
1pm PACIFIC / 2pm MOUNTAIN / 3pm CENTRAL / 4pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6965732000468094723


Thrive In Five - Prospecting With Redtail: Quantifying your Hard Work - Webinar Tomorrow, May 25th

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Thrive in Five: Quantifying your Hard Work! (30-45 min)
Thursday, May 25
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/135242511395653635
Webinar ID: 699-067-739

Thrive In Five - Prospecting With Redtail: Using Redtail for the Real World - Webinar Tomorrow, May 18th

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Thrive in Five: Using Redtail for the Real World (30-45 min)
Thursday, May 18
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4853508589949868547
Webinar ID: 755-677-371

Thrive in Five - Prospecting with Redtail: Putting Redtail CRM to Work for you! Webinar tomorrow, May 11th

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Thrive in Five: Putting Redtail CRM to Work for you! (30-45 min)
Thursday, May 11
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4250894854068157187
Webinar ID: 754-283-179

Thrive in Five - Prospecting with Redtail: All Clients are Different - Categorize them as such! Webinar tomorrow, May 4th

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Thrive in Five: All Clients are Different--Categorize them as such! (30-45 min)
Thursday, May 4
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/9081570603399673603
Webinar ID: 387-910-651

Stood Up: Client Gets Cold Feet - Continuing Education webinar tomorrow, April 27th

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Stood Up: Client Gets Cold feet (30-45 min)
Thursday, April 27
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4273313895589074179
Webinar ID: 336-928-027

Stood Up: Client Gets Cold Feet - Continuing Education webinar tomorrow, April 27th

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Stood Up: Client Gets Cold feet (30-45 min)
Thursday, April 27
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4273313895589074179
Webinar ID: 336-928-027

Redtail Practice Management Spotlight Featuring Jeff Rose from Good Financial Cents! Webinar tomorrow, April 25th

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Redtail Practice Management Spotlight featuring Jeff Rose from Good Financial Cents! (45-60 min)
Tuesday, April 25
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4892592929140033538
Webinar ID: 306-761-955

Redtail Practice Management Spotlight Featuring Jeff Rose from Good Financial Cents! Webinar tomorrow, April 25th

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Redtail Practice Management Spotlight featuring Jeff Rose from Good Financial Cents! (45-60 min)
Tuesday, April 25
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4892592929140033538
Webinar ID: 306-761-955

The Reasons for and Rewards of Role Usage: Continuing Education webinar tomorrow, April 20th

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The Reasons for and Rewards of Role Usage (30-45 min)
Thursday, April 20
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/5589344651640147971
Webinar ID: 661-922-115

Felony-Free — Post-Madoff: Continuing Education webinar tomorrow, April 13th

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Felony-Free — Post-Madoff (30-45 min)
Thursday, April 13
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8922072147345989635
Webinar ID: 412-540-635

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