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Business Hours Sales:
Mon-Fri 8am-4pm
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
Oct
2021
Tips from Redtail’s Training Team: How to Handle . . . Prospecting
Category: Resources
Every growing business needs to foster new leads to thrive. By leveraging tools within Redtail CRM, you can make prospecting less strenuous and time consuming.
08
Oct
2021
Rules for Advisors to Survive Zombieland: Rick Williamson’s presentation from FIS 2021
Category: FinTech Industry
We are excited to be able to share the Rules for Advisors to Survive Zombieland session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
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.
05
Oct
2021
Read Redtail’s October 2021 newsletter
Category: Monthly Newsletter
Read our October newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and...
04
Oct
2021
New Partner Spotlight with Plain Wealth on October 6!
Category: Integrations
Build Better Client Connectedness with Plain Wealth and Redtail CRM. Join this webinar on October 6 to learn more.
01
Oct
2021
Redtail’s Best Paw Forward Photo Challenge September winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - and as usual you didn't disappoint! Find out who our September winners are today!
01
Oct
2021
Compound Marketing: How to WOW Prospects At Every Touchpoint – webinar on October 5
Category: Integrations
Featuring a panel from Snappy Kraken, Pulse360, and Redtail, we'll explore how you can combine the right tools to keep your marketing on track.
29
Sep
2021
New integration with Ladder Life!
Category: Integrations
This new integration between Ladder Life and Redtail CRM offers easy access to tools supporting insurance services offered by advisors.
29
Sep
2021
New integration with Bento Engine!
Category: Integrations
This new integration between Bento Engine and Redtail CRM triggers automated Bento Advice Packages based upon event/age milestones in your CRM.
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.