Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Redtail Technology > News > Best Practices
20 Jul 2021
Cognitive Biases_Feature Image
Redtail’s Director of Training, Rick Williamson, has cognitive bias on his mind
Category: Best Practices
WealthManagement.com recently published Rick Williamson's piece, "Three Cognitive Biases That Could Be Hacking Your Culture". Here, he offers some additional thoughts on the...
09 Jul 2021
Best Practices header
Practice Management Takeover with Amanda Jarvis, Senior Business Consultant with Cetera Financial Group, on July 13
Category: Best Practices
Join us as we explore how to successfully segment your clients and set up service offerings. Register now for this webinar with Amanda Jarvis.
08 Jul 2021
Best Practices header
What the pandemic revealed to financial advisors about connecting with their future clients
Category: Best Practices
As we transition to a post-pandemic future, there’s no putting the genie back in the bottle with regard to the service and experience options our clients will expect moving ...
04 Jun 2021
Best Practices header
Practice Management Takeover with Neal Quon on June 8
Category: Best Practices
Join us as we explore tech and activities that have emerged for advisors during the pandemic. Register now for this webinar with Neal Quon.
14 May 2021
Best Practices header
Best Practices for Managing Cybersecurity Risk with RIA in a Box
Category: Best Practices
This webinar on May 18 with RIA in a Box will review cybersecurity fundamentals and best practices to maintain.
07 May 2021
Best Practices header
Practice Management Takeover with Peter Montoya – Marketing That Matters, on May 11
Category: Best Practices
"Discover proven techniques to attract ideal clients". Register now for this May 11 webinar with Peter Montoya.
09 Apr 2021
Best Practices header
Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best on April 13
Category: Best Practices
"Maximize Your Client Journey for Ultimate Scalability". Register now for this April 13 webinar with Charesse Spiller.
06 Apr 2021
Best Practices header
Guest blog post from Charesse Spiller of Level Best
Category: Best Practices
Guest blog post: Charesse Spiller, Founder and Operations Consultant at Level Best - "Maximize Your Client Journey for Ultimate Scalability"
05 Mar 2021
Best Practices header
Practice Management Takeover with Jen Goldman, CEO, Jennifer Goldman Consulting on March 9
Category: Best Practices
"Five Time-Saving Tricks to Building your Business Operations for Generational Success". Register now for this March 9 webinar with Jen Goldman.
03 Mar 2021
Sarah Thomas Feature Image - PS Ex
Tips for managing a high performing team as a servant leader
Category: Best Practices
Sarah Thomas, Managing Team Lead at Redtail, offers some tips on being a servant leader and showcasing your team's individuality and talents.