Redtail University is back and better than ever!

Featuring three different versions in 2018, RTU looks to bring knowledge of financial technology back to the forefront of offices of all sizes. Scroll down to learn more about RTU, RTUXL, and our new RTU Masters!

Registration for these events will be opening soon! To ensure you stay up to date, subscribe to our newsletter here.


San Diego

February 27

RTUXL Dallas

March 27 and 28

Philadelphia PA

May 22
Wow! Learned a lot and had some fun! 2017 Sacramento Attendee

Kansas City

June 26

Boston

July 17

Denver

August 21

RTUXL Chicago

Sept 25 and 26
Two days of getting into the CRM and making it work for my office: priceless! DallasXL17 Attendee

Portland OR

October 9

Charlotte NC

October 23

RTU Masters Sacramento

November 6 and 7

About RTU:

Redtail University has returned and it’s time for you to enroll and get back to school! Featuring two classes, we’ll be teaching all there is to learn in Redtail CRM, while also highlighting the newest tools, updates, and functionalities at your disposal. Join our RTU trainers to have your mind filled with knowledge on the ins and outs of maximizing your CRM tools in one of our two classes: Implement and Strategy. The Implement class is designed to focus on building, point-and-click functions in Redtail CRM, applying to office staff or solo advisors who spend the majority of their day working in the CRM. The Strategy Class focuses on the high-level approaches advisors and office managers should take, looking to maximize efficiency and apply best practices to day-to-day CRM application. There is no wrong class to pick, and our faculty is confident you’ll gain the knowledge to push your client experience to new levels you never knew you could reach!

Questions? Call 1.800.206.5030 x1064 or email: RTU@redtailtechnology.com.

AGENDA for RTU Staff (Implement)
AGENDA for RTU Advisors (Strategy)

Please email us if you have any questions about the three RTU classes! For upcoming webinars, check our schedule here. For other recorded webinars, videos and training sessions, check our Helpdesk here.

RTUXL:

After wonderful feedback and a long waiting list for our premiere RTU XL in 2017, we’re returning with TWO RTU XL sessions! Set in two of the biggest hub cities in America, RTU XL takes one of the most popular pieces of feedback from regular Redtail Universities and gives the people what they want: a two day extensive educational training featuring even more application and additional best practices. Join our RTU trainers to have your mind filled with knowledge on the ins and outs of maximizing your CRM tools in one of our two classes: Implement and Strategy. The Implement class is designed to focus on building, point-and-click functions in Redtail CRM, applying to office staff or solo advisors who spend the majority of their day working in the CRM. The Strategy Class focuses on the high-level approaches advisors and office managers should take, looking to maximize efficiency and apply best practices to day-to-day CRM application. There is no wrong class to pick, and our faculty is confident you’ll gain the knowledge to push your client experience to new levels you never knew you could reach!

AGENDA for RTUXL Staff (Implement)
AGENDA for RTUXL Advisors (Strategy)

RTU Masters:

Limited registration for our exclusive RTU Masters will start mid-2018.This is a unique opportunity for you to join other Power Users for a small group, discussion-based, VIP training course at Redtail’s new home office in Sacramento. At RTU Masters, you will build on your CRM knowledge with deep-dive Advisor topics such as prospecting, client retention, and compliance preparation. Using plenty of case studies and industry examples, RTU Masters offers you a chance to bring your own unique knowledge to enhance discussions and also get high-level education from our Redtail University trainers. To top it off, RTU Masters will include face-to-face time with Redtail Upper Management, Developers, and Staff. This VIP experience will make you part of the Redtail family and include great food, drinks and a healthy portion of industry-specific education to satisfy all your cravings.

PLEASE NOTE: RTU Masters is a course that requires Advanced CRM user knowledge and will not be focusing on basic concepts.
AGENDA for RTU Masters

What CRM Knowledge Should I Already Have?
     CRM Navigation and Functionality
     Cleaning Up CRM Data
     Adding CRM Data (Contacts, Notes, Activities,      Lists, etc.)
     Building Templates (Workflows, Mail Merge,      Automations)
     Advanced Searching and Reporting