Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time
Redtail Technology > News > Best Practices > Practice Management Takeover with Kate Guillen on March 14th

Practice Management Takeover with Kate Guillen on March 14th

Category: Best Practices
Blog Feature Practice Management - Kate Guillen

Practice Management webinar with Kate Guillen

ABOUT this webinar
Topic: Effective delegation: How to leverage your team’s strengths and improve efficiency

Description: Delegation is a vital management skill. But for some, it’s the hardest to put into practice. Join Redtail and Kate Guillen, founder of Simplicity Ops, as they share 3 strategies to improve efficiency in your firm through effective task delegation.

This webinar will focus on providing you with tools for utilizing Redtail to:

• Manage firm tasks.
• Communicate with your team using activities.
• Run reports to measure productivity and your team’s bandwidth.

Register now for this webinar on March 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.