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29 Mar 2022
Executive Summary Blog Feature
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
Category: Survey
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.
25 Mar 2022
Manage Your CRM – General Options
Manage your CRM: Manage Broadcast Emails and Email Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.
24 Mar 2022
Blog Feature Graphics Release Note Focus
Release Note Focus: note templates and follow-up activities now available in Redtail Mobile!
Category: New Features, Release Notes
You can now select note templates and create follow-up activities during note creation when using the Redtail app.
23 Mar 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Pulse360!
Category: Integrations
Integration updates include the ability to view Pulse360 Handwritten Notes info on your Today page in Redtail CRM and to click link from there to view full notes in Pulse360.
18 Mar 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Copytalk on March 22!
Category: Integrations
Best Practice Partner Spotlight with Copytalk and Redtail. Learn more at this Building Your Tech Stack webinar on March 22.
11 Mar 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Onramp Invest on March 15!
Category: Integrations
Cryptoassets in Your CRM with Onramp Invest & Redtail CRM. Learn more at this Building Your Tech Stack webinar on March 15.
04 Mar 2022
Blog Feature Practice Management - Charesse Spiller
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.
01 Mar 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s March 2022 newsletter
Category: Monthly Newsletter
Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, and more.
01 Mar 2022
Sadie
Redtail’s Best Paw Forward Photo Challenge February 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for February 2022. See who will be featured on Redtail's login page during the month of March.
01 Mar 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s March 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features CircleBlack, Onramp Inv...