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Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
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Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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Ext. 4
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
24
Sep
2021
Practice Management Takeover with Adam Cmejla on Sept 28
Category: Best Practices
Utilizing Workflows to Drive a Repeatable & Consistent Prospecting Process. Join us for this Practice Management Takeover on Sept. 28
17
Sep
2021
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
17
Sep
2021
Best Practice Partner Spotlight – fpPathfinder on September 21
Category: Integrations
Engage Your Clients + Get What You Need for Actionable Planning Meetings with fpPathfinder & Redtail. Register now for this webinar on September 21.
16
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Multiple Rep Codes
Category: Resources
Redtail CRM makes it easy to designate specific staff members or teams for the various interactions a client has with the firm.
13
Sep
2021
Redtail CEO Brian McLaughlin guests on the Perfectly Integrated podcast with Matt Ackermann
Category: Culture
Redtail CEO Brian McLaughlin recently joined Matt Ackermann on the Perfectly Integrated podcast to discuss CRM, company culture, and more.
09
Sep
2021
David Mehlhorn, our Director of Sales, joined the AFO Wealth Management Forward podcast
Category: FinTech Industry
Redtail Director of Sales David Mehlhorn recently joined The AFO Wealth Management Forward podcast for a wide ranging conversation about Redtail CRM.
07
Sep
2021
Read Redtail’s September 2021 newsletter
Category: Monthly Newsletter
Read our September newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .
07
Sep
2021
Delivering Digital Planning Experiences: Tech Best Practices panel discussion on September 9!
Category: Best Practices
Join us for this dynamic panel discussion hosted by Joel Bruckenstein to hear how advisors are using technology to run their businesses.
03
Sep
2021
New Partner Spotlight with PlantechHub on September 8!
Category: Integrations
Unleashing the power of the 1-page Financial Plan with PlantechHub & Redtail. Join this webinar on September 8 to learn more.
02
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Client Loyalty
Category: Resources
You can keep clients longer by giving them reasons not to leave. Learn how to use Redtail CRM to reward client loyalty.