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Redtail Technology > News > Best Practices > Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12

Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12

Category: Best Practices
Blog Feature Practice Management - Kate Guillen

Practice Management Takeover webinar with Kate Guillen

ABOUT this webinar
Topic: Adapting processes for in-person and virtual meetings
Description: Learn best practices, tips, and tricks for delivering your desired client experience for both an in-person and virtual environment.

During this webinar you will learn, how to:

  • Craft your ideal client experience
  • Use Redtail’s workflows to standardize the process and efficiently execute your desired client experience
  • Tailor and track the processes based on the client’s preference for in-person or virtual meetings

Register now for this webinar on October 12 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.