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Business Hours Sales:
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Pacific Time
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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sales@redtailtechnology.com
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
14
Jul
2022
Redtail CRM Client Account Management Resources
Category: Resources
If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.
08
Jul
2022
Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two)
Category: Best Practices
Join Redtail and Maureen Wilke for Part 2 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on July 12.
05
Jul
2022
Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals
Category: Survey
Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.
05
Jul
2022
3 Lessons National Parks Can Teach Advisors About Their Own Cognitive Biases
Category: Best Practices
Advisor Perspectives recently published Redtail Director of Training Rick Williamson's piece, "3 Lessons National Parks Can Teach Advisors About Their Own Cognitive Biases".
05
Jul
2022
Read Redtail’s July 2022 newsletter
Category: Monthly Newsletter
Read our July newsletter for new articles by both our Director of Training and our Co-Founder, a new Managing Your CRM series post, and more.
02
Jul
2022
Redtail’s Best Paw Forward Photo Challenge June 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for June 2022. See who will be featured on Redtail's login page during the month of July.
01
Jul
2022
Building Your Tech Stack webinar with cleverDome on July 5!
Category: Integrations
How to take key cloud applications off the open internet. Learn more at this webinar on July 5 with cleverDome.
01
Jul
2022
Building your Tech Stack: Redtail’s July 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in July to learn how our partner integrations can help streamline your workday. This month features cleverDome and Quik!.
24
Jun
2022
New integration with Ndex!
Category: Integrations
This new integration between Ndex and Redtail CRM allows advisors to push client account data from Ndex into Redtail CRM.
23
Jun
2022
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.