Blog

Family and Membership Management: Webinar tomorrow, Nov. 20

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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, November 20, 2014 11:00 AM - 12:00 PM PDT:  Family and Membership Management


New integration with MyIceberg

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MyIceberg and Redtail announced the availability of our new integration on November 13, 2014, but I wanted to give you a bit more information about MyIceberg and how you can use it in conjunction with Redtail CRM.

I had the pleasure of meeting with MyIceberg founder John Gabos recently and he gave me a thorough overview of the capabilities and benefits of the MyIceberg platform. While I won't go into great detail here, I do want to hit the high points to give you greater understanding of the service.

MyIceberg defines itself as a private platform that aggregates your contacts and content, enabling scalable intimacy. Let's break that down a bit.

Read More

The Importance of Lists and Setting Up Your Database: Webinar tomorrow, Nov. 13

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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, November 13, 2014 11:00 AM - 12:00 PM PDT:  The Importance of Lists and Setting Up Your Database


Advisor Websites and Redtail Educational Series, Part II: What Referrals Want

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In the digital age, most people who have been referred to your firm will do a simple Google search. What do they find? In this session we’ll explain what referrals are looking for when (and if) they find you online and how to systematize your referral system.

Join us as we continue an educational series of webinars that will focus on using your website and CRM together to generate new leads, close business and delight clients.

Tune in & learn:
- How to identify and define conversions unique to your practice
- How to systematize your referral system with technology
- Best practices for turning qualified leads into happy clients

Wednesday, November 12, 2014 10:00 AM - 11:00 AM PST : What Referrals Want - Presented by Redtail & Advisor Websites


Project Tailwag Sneak Peek #6: Activity Enhancements

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Today we continue our Sneak Peek Series on Project Tailwag with a look at enhancements we've made to Activities in Redtail CRM. 

These enhancements to Activity Management within Redtail represent two of the most highly requested functionalities that we've received from Redtail users and should greatly simplify your scheduling and management of tasks and meetings.

Before we dive in, let's take a quick look at the Add Activity screen within both the current version of Redtail CRM and Project Tailwag:

Read More

Your Resources as a Redtail User: Webinar tomorrow, Nov. 6

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Join us as we dive into the different resources you have for support using Redtail as well as for sharing your ideas with the Redtail community and connecting with other Redtail users!

Thursday, November 6, 2014 11:00 AM - 12:00 PM PDT:  Resources as a Redtail User


Project Tailwag Sneak Peek #5: Note Enhancements

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Today we continue our Sneak Peek Series on Project Tailwag with a look at enhancements we've made to Notes in Redtail CRM. 

Let's take a quick look at the same Note in both the current version of Redtail CRM and in Project Tailwag:

 

Current Redtail CRM

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Project Tailwag

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The first thing you'll probably notice is that Notes in Project Tailwag are much easier to scan for important information. That's because we've introduced a formatting menu when adding Notes that allows you to:

  • choose between Normal text or various header styles
  • Bold, italicize or underline text
  • Include ordered or unordered lists
  • Outdent or indent
  • Insert hyperlinks
  • Insert images

While we didn't make use of all of those in the example above, what we did use made the same content much easier to digest. For lengthier Notes, that becomes even more important.

Now, let's take a look at the highlighted area from the Note above. We've added the ability to comment upon Notes within Project Tailwag. The highlighted area above was not a part of the original note, but rather a comment added eight days after the original Note entry. We incorporated this largely because we've seen frequent requests for the ability to edit Notes. While we couldn't make that change for compliance reasons, by introducing the ability to comment upon Notes we've given Redtail users a way to accomplish those edits without altering the original Note in any way.

We'll have additional peeks into Project Tailwag for you soon!

In the meantime, you can learn more at the Project Tailwag FAQ page.

Project Tailwag Sneak Peek Additional Links


Database Roles Available within Redtail CRM: Webinar tomorrow, Oct. 30

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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, October 30, 2014 11:00 AM - 12:00 PM PDT:  Various Database Roles


Advisor Websites & Redtail Educational Series webinars kick off tomorrow, Oct. 29

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Whether you're a new user to Redtail CRM or have been with us for years, our commitment to building strong integrations with other leaders in the advisor tech space was likely at least one of the reasons you chose Redtail as a core solutions provider. As part of that commitment, we are excited to announce a new educational series of webinars with Advisor Websites beginning October 29th. 

This will be a five-part series, with one session per month through February of 2015. The focus throughout will be on how you can use your CRM and website as complementary tools in order to strengthen your client relationships, increase referrals and convert leads.

Our first session is tomorrow, October 29th.

Wednesday, October 29, 2014 10:00 AM - 11:00 AM PDT : Your Website & CRM: A Symbiotic Relationship - Presented by Redtail & Advisor Websites



Project Tailwag Sneak Peek #4: Opportunity Tracker Enhancements

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Today we continue our Sneak Peek Series on Project Tailwag with a look at enhancements we've made to the Opportunity Tracker in Redtail CRM. 

Let's take a quick look at the same Open Opportunities in both the current version of Redtail CRM and in Project Tailwag:

 

Current Redtail CRM

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Project Tailwag

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At first glance, you may not see that much different between these two versions of Opportunity Tracker, other than that Project Tailwag looks cleaner than the previous version. Let's dig a little deeper though.

Read More

The Contact Overview: Webinar tomorrow, Oct. 23

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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, October 23, 2014 11:00 AM - 12:00 PM PDT:  The Contact Overview


Project Tailwag Sneak Peek #3: Contact Card Enhancements

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Today we continue our Sneak Peek Series on Project Tailwag with a look at enhancements we've made to the Contact Card in Redtail CRM. 

Let's take a quick look at the same client's Contact Card in both the current version of Redtail CRM and in Project Tailwag:

Read More

Working with the Reminders area in Redtail CRM: Webinar tomorrow, Oct. 16

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Join us for this webinar tomorrow to learn everything you need to know about working with Reminders in Redtail CRM.

Thursday, October 16, 2014 11:00 AM - 12:00 PM PDT:  The Reminders Section


MoneyGuidePro Integration Spotlight with Redtail Technology: Webinar tomorrow at 1pm PDT

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Join MoneyGuidePro and Redtail Technology for a 45-minute webinar that demonstrates the benefits of the seamless integration between MoneyGuidePro and Redtail CRM.

Wednesday, October 15, 2014 1:00 PM - 2:00 PM PDT : Save Time and data errors with systems that talk. Presented by Redtail and MoneyGuidePro


Project Tailwag Sneak Peek #2: User Defined Field Enhancements

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Today we continue our Sneak Peek Series on Project Tailwag with a look at enhancements we've made to User Defined Fields (UDFs).

UDFs can now be set up using one of four different Field Types, where the value you enter for them is either free-form text, selection from a list of predefined values, True/False or Yes/No. In previous versions of Redtail CRM, you were limited to a free-form text box value only.

This change presents you with the opportunity to ensure that your database users populate UDF values in a consistent manner that allows for cleaner reporting and more precise segmentation / niche marketing, while also leaving in place the flexibility present with the free-form text UDFs where that might be necessary.

To give you a better idea of what this will look like when your database users are adding UDFs to a contact record, let's take a look at what each UDF Field Type will present to users:

Read More

Everything About Notes! webinar tomorrow, Oct. 9

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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, October 9, 2014 11:00 AM - 12:00 PM PDT:  Everything About Notes!


Redtail & ActiFi's Asset Accumulation Series: Analyzing Your Client Base, Describe & Identify Your Ideal Clients webinar tomorrow, Oct. 8

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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 7 (the final session in this series), tomorrow at 1pm Pacific:

Wednesday, October 8, 2014 1:00 PM - 2:00 PM PDT : Redtail & ActiFi's Asset Accumulation Series: Analyzing Your Client Base, Describe & Identify Your Ideal Clients


Project Tailwag Sneak Peek #1: Responsive Design

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Today we begin releasing periodic sneak peeks at what you can expect with Project Tailwag, our next major upgrade to Redtail CRM. We hope that you are becoming as excited as we are about its Fall 2014 release!

One of our primary focuses during development of Project Tailwag has been to ensure that we incorporate responsive design, i.e., that Redtail CRM will work well across mobile platforms, as advisors are so often accessing their data while on the road. You'll be happy to know that when accessing Redtail CRM on your mobile phone or tablet that the interface will self-adjust based upon the size of the screen from which you access it.

Read More

Managing Your Site Preferences: Webinar tomorrow, Oct. 2

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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, October 2, 2014 11:00 AM - 12:00 PM PDT:  Managing Your Site Preferences


Shellshock: What You Should Know in Regard to Redtail

On September 24 multiple Linux vendors began disclosing details about a vulnerability (CVE-2014-6271 and CVE-2014-7169) in the commonly used Bourne Again Shell (Bash). Dubbed "Shellshock," the vulnerability poses a potential threat in most Linux and Unix distributions. In the simplest of terms, exploitation of this vulnerability may allow a remote attacker to execute arbitrary code on an affected system.

Upon learning of this new security vulnerability, we immediately began assessing the potential threat in regard to Redtail's infrastructure and determined that none of our systems were currently vulnerable. That said we did proceed with applying the recommended patch for this vulnerability to any of our servers that had the potential to be affected by this threat in the future.

Rest assured we take all threats of this nature seriously and we will continue to monitor ongoing updates concerning Shellshock and react accordingly should additional action be required on our end.


Seminar Management webinar tomorrow, Sept. 25

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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 25, 2014 11:00 AM - 12:00 PM PDT:  Seminar Management


Redtail & ActiFi's Asset Accumulation Series: Segmenting Your Client Base webinar tomorrow, Sept. 24

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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 6, Segmenting Your Client Base, tomorrow at 1pm Pacific:

Wednesday, September 24, 2014 1:00 PM - 2:00 PM PDT : Redtail & ActiFi's Asset Accumulation Series: Segmenting Your Client Base



Advanced Search in Redtail CRM webinar today at 11am PDT

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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, September 11, 2014 11:00 AM - 12:00 PM PDT:  Advanced Searching


Redtail & ActiFi's Asset Accumulation Series: Creating Pipelines & Opportunity Reports webinar tomorrow, Sept. 10

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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 5, Creating Pipelines & Opportunity Reports, tomorrow at 1pm Pacific:

Wednesday, September 10, 2014 1:00 PM - 2:00 PM PDT : Redtail & ActiFi's Asset Accumulation Series: Creating Pipelines & Opportunity Reports



Keywords vs. UDFs vs. Personal Interests: Webinar on Thursday, Sept. 4

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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 in terms of segmentation and niche marketing.

Thursday, September 4, 2014 11:00 AM - 12:00 PM PDT:  Keywords vs. UDFs vs. Personal Interests


Opportunity Tracker webinar tomorrow, Aug. 28

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Do you have a formal system in place for tracking and managing what’s in your Sales pipeline? Learn how to use Redtail’s Opportunity Tracker to stay on top of your opportunities!

Thursday, August 28, 2014 11:00 AM - 12:00 PM PDT:  The Opportunity Tracker


Redtail & ActiFi's Asset Accumulation Series: Default Next Steps for Each Stage webinar tomorrow, August 27

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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 4, Default Next Steps for Each Stage, tomorrow at 1pm Pacific:

Wednesday, August 27, 2014 1:00 PM - 2:00 PM PDT : Redtail & ActiFi's Asset Accumulation Series: Default Next Steps For Each Stage


Managing Your Account in Redtail webinar tomorrow, August 21

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

Thursday, August 21, 2014 11:00 AM - 12:00 PM PDT: Managing Your Account


Calendar Management webinar tomorrow at 11am PDT

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Join us tomorrow for an in-depth look at Calendar Management in Redtail CRM.

Thursday, August 14, 2014 11:00 AM - 12:00 PM PDT: Calendar Management


LPL Financial Announces Expansion of CRM Offering for Advisors at focus14 Annual Conference Through New Relationship With Redtail Technology

Customer relationship management platform is designed to expand and enhance the firm’s core technology offerings.

San Diego, CA (PRWEB) August 12, 2014

LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced a new relationship with Redtail Technology, Inc. (Redtail).

“At LPL Financial, the solutions we deliver can each be traced directly back to the needs of our advisors and institutions. We have heard from them that a robust customer relationship management (CRM) solution is critical in order to keep pace with demand and deepen client relationships. We believe we have answered this call by establishing a relationship with Redtail,” said Victor Fetter, chief information officer at LPL Financial. “Through this relationship, we plan to offer advisors choice, improved economics and an expanded vision of the role that CRM can play relative to our advisors’ practice growth.”

Since 2003, Redtail has provided advisors with working solutions that address many of the day-to-day challenges of client management through their flagship product, Redtail CRM. Cloud-based since the product’s inception, the Redtail CRM product has always provided advisors with functionality that offers anywhere, anytime access to their client data, which gives advisors the flexibility to work where and how they want. Designed with powerful workflow process capabilities, multi-user calendaring, a toolbox full of categorization and segmentation tools, strong reporting capabilities and numerous other features to encourage office efficiencies, the Redtail CRM product enables advisors to spend more of their time concentrating on growing and improving client relationships.

Read More

Redtail & ActiFi's Asset Accumulation Series: Define Your Stages webinar tomorrow, August 13

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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 3, Define Your Stages, tomorrow at 1pm Pacific:

Wednesday, August 13, 2014 1:00 PM - 2:00 PM PDT : Redtail & ActiFi's Asset Accumulation Series: Define Your Stages


CRM Tips & Tricks webinar tomorrow, August 7

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Come learn about some of the fun stuff that you can do with Redtail CRM. Shortcuts, sorting ideas, and other tips and tricks will help you get a leg up on all the other users out there!

Thursday, August 7, 2014 11:00 AM - 12:00 PM PDT: CRM Tips & Tricks


Introducing Redtail CRM integration with NaviPlan — Webinar on Tuesday, August 12

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You can register for this webinar now here. It will be held on Tuesday, August 12, at 1pm CDT.

During this one-hour event, the following will be covered:

  • Redtail Introduction  —  Mario Canas
  • Introduce Advicent Solutions — who we are, what we sell, why we are different
  • Introduce NaviPlan
    1. Highlight recent enhancements —> Easier to use, new reports, NaviPlan LEADS, renewed focus in independent market
    2. Why NaviPlan is unique
    3. Introducing the Redtail Integration with NaviPlan
      • How it works
      • What data is passed
      • Easy activation and enrollment
  • NaviPlan Product Demonstration
  • Introduce Profiles
    1. Profiles market focus
    2. Why Profiles is unique
    3. Introducing the Redtail integration with Profiles
      • How it works
      • What data is passed
      • Existing User — how to activate
  • How to get more information

Redtail Referrals Series Introduction: Are You Laying The Groundwork To Boost Your Referrals?

The most effective long-term cultural shift for most organizations comes when the focus is put on making the total customer experience something worth talking about on a case-by-case basis. Every now and then you get a nice little bonus of some great PR or word-of-mouth buzz, but it all starts with one customer thinking to themselves, 'Wow, that was kinda cool.' ~John Jantsch, The Referral Engine: Teaching Your Business to Market Itself

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In September of 2013, Bill Winterberg, Founder of FPPad, interviewed Stephen Wershing of The Client Driven Practice to discuss several "ways you can strengthen your referral marketing efforts with technology." It's a great video interview, certainly worth your time (14:36), and available here.

To summarize Wershing's key points from this interview that are most applicable to what will follow in this series:

  • Stop Asking for Referrals — Aside from being a key point from the interview, this is also the title of his 2012 book. Wershing finds this practice counterproductive, possibly introducing stresses into your client relationships if not outright diminishing them. He argues that you are, in effect, asking your clients to do your prospect qualifying for you, i.e., to do your job for you. Note: he doesn't attempt to dissuade advisors from asking for introductions to specific acquaintances of a client, but that, of course, is an altogether different request than, "Who among the people you know should I talk to?" To Wershing, asking for referrals is the "marketing equivalent of cold calling".

    Read More

Building and Using Workflows webinar tomorrow, July 31

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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, July 31, 2014 11:00 AM - 12:00 PM PDT: Building and Using Workflows


Redtail & ActiFi's Asset Accumulation Series: Define Your Classifications & Sources webinar tomorrow, July 30

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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 2, Define Your Classifications & Sources, tomorrow at 1pm Pacific:

Wednesday, July 30, 2014 1:00pm - 2:00pm PDT : Redtail & ActiFi's Asset Accumulation Series: Define Your Classifications & Sources


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