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Mon-Fri 5am-5pm
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Ext. 3
Billing:
Mon-Fri 6am-3pm
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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Ext. 4
10
Jun
2022
Practice Management Two-Part Takeover with Maureen Wilke on June 14
Category: Best Practices
Join Redtail and Maureen Wilke in Part 1 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on June 14.
06
May
2022
Practice Management Takeover with Deborah Fox on May 10
Category: Best Practices
Join Redtail and Deborah Fox to learn How to Leverage Redtail’s Standard Reports as a Tool to Continuously “Wow” Your Clients in this Practice Management webinar on May 10.
08
Apr
2022
Practice Management Takeover Tuesday with Zoë Meggert on April 12
Category: Best Practices
Join Redtail and Zoë Meggert to learn more about Content Marketing for Financial Planners in this Practice Management webinar on April 12.
04
Mar
2022
Practice Management Takeover with Charesse Spiller on March 8
Category: Best Practices
Join Redtail and Charesse Spiller to learn more about Creating a Scalable Vision for Your Service Model in this webinar on March 8.
08
Feb
2022
Leadership Lessons From ‘Zombieland’: Know Yourself and Your True Strengths
Category: Best Practices
WealthManagement.com recently published Rick Williamson's piece, "Leadership Lessons from Zombieland: Know Yourself and Your True Strengths". Access it here.
04
Feb
2022
Practice Management Takeover with Peter Montoya on Feb. 8
Category: Best Practices
Join Redtail and Peter Montoya to learn more about Marketing That Matters in this Practice Management Takeover webinar on February 8.
09
Nov
2021
Does your advisory firm have a Great Resignation backup plan?
Category: Best Practices
We're in the midst of the Great Resignation. Redtail CEO Brian McLaughlin discusses how CRM can help preserve institutional knowledge when a team member leaves.
05
Nov
2021
Practice Management Takeover with RIA in a Box on Nov 9
Category: Best Practices
Join Redtail and RIA in a Box to learn more about conducting your RIA firm's annual compliance review in this webinar on November 9.
08
Oct
2021
Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12
Category: Best Practices
Adapting processes for in-person and virtual meetings. Join us for this Practice Management Takeover on October 12.
28
Sep
2021
The Role of Education in Financial Technology Adoption
Category: Best Practices
Redtail's Rick Williamson breaks down three ways to create useful training environments for advisors across backgrounds and learning styles.