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18 Feb 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Louise by TIFIN on February 22!
Category: Integrations
Accelerating Prospecting for High-Net Worth Households Using Charitable Planning w/ Louise by TIFIN & Redtail CRM. Join this webinar on February 22 to learn more.
11 Feb 2022
Manage Your CRM – General Options
Manage your CRM: Manage Team Notices and Web Links
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Team Notices and Web Links.
08 Feb 2022
Redtail Blog Feature Graphic - Best Practices
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.
08 Feb 2022
Redtail Blog Feature Graphic - Integration News
New integration with Income Lab!
Category: Integrations
This new integration between Income Lab and Redtail CRM allows advisors to link household and account data from Redtail into their Income Lab
04 Feb 2022
Blog Feature Practice Management - Peter Montoya
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.
01 Feb 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s February 2022 newsletter
Category: Monthly Newsletter
Read our February newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in January, and more.
01 Feb 2022
Redtail Blog Feature Graphic - Integration News
New integration with MyNameFlow!
Category: Integrations
This new integration offers users the ability to automatically pull over Redtail CRM contacts for automated marketing via MyNameFlow.
01 Feb 2022
River
Redtail’s Best Paw Forward Photo Challenge January winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for January 2022. See who will be featured on Redtail's login page during the month of February.
01 Feb 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s February 2022 Partner webinars
Category: Integrations
Join us for this Building Your Tech Stack webinar in February to learn how our partner integrations can help streamline your workday. This month features Louise by TIFIN.
26 Jan 2022
Redtail Blog Feature Graphic - Integration News
New integration with Healthpilot!
Category: Integrations
This new integration between Healthpilot and Redtail allows users to quickly upload their Redtail clients into the Healthpilot portal.