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Best Practices Guide
Redtail’s Best Paw Forward Photo Challenge
Redtail’s Best Paw Forward Photo Challenge August winner
We asked for your pup photos for our Best Paw Forward Photo Challenge - and as usual you didn't disappoint! Find out who our August winners are today!
Tips from Redtail’s Training Team: How to Handle . . . RMDs
By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.
Redtail again tops RIA in a Box’s CRM Category in their annual survey
RIA in a Box's 2021 technology survey results were posted yesterday, and Redtail CRM again had a very strong showing.
Manage your CRM: How to customize your Notification Options preferences
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
Practice Management Takeover with Derek Notman, Founder of Conneqtor, on August 10
Category: Best Practices
In order to be relevant, searchable, and thrive in the digital world, financial advisors simply must learn how to flaunt their digital assets.
Read Redtail’s August 2021 newsletter
Category: Monthly Newsletter
Read our August newsletter for updates from our Training Team, a couple of Best Practice pieces, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more ....
New integration with Plain Wealth!
Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.
Best Practice Partner Spotlight – Logicly with ETFLogic on August 4
Join this webinar on August 4 to learn more about Risk Measurement with Logicly & Redtail: Building the Perfect Portfolio.
Redtail’s Best Paw Forward Photo Challenge July winner
We asked for your pup photos for our Best Paw Forward Photo Challenge - and as usual you didn't disappoint! Find out who our June winner was today!
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.
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