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Redtail Technology > News > Best Practices > Practice Management Takeover with Jennifer Goldman on February 14th

Practice Management Takeover with Jennifer Goldman on February 14th

Category: Best Practices
Blog Feature Practice Management with Jen Goldman

Practice Management webinar with Jennifer Goldman

ABOUT this webinar
Topic: Accelerate Growth and Scalability using Collaboration Tools

Description: Join Jen Goldman, CFP® and Business Transformer, to see the latest collaboration tools that increase productivity, improve communication and adoption of change.

Key Points: Learn how collaboration increases culture, learning curve, progress, adoption, and produces clarity on each person’s value to the team and business.

Key Tech Ecosystem elements discussed: Business Intelligence, Visualization, Project Management, Core, and CRM

Register now for this webinar on February 14 at 10 am Pacific.


Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.