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 September 6th

Practice Management Takeover with Kate Guillen on September 6th

Category: Best Practices
Blog Feature Practice Management - Kate Guillen

Practice Management webinar with Kate Guillen

ABOUT this webinar
Topic: Learn best practices for creating a repeatable task management system.

Description: During this webinar you will learn:

The value of utilizing Redtail as the centralized hub for managing tasks
How to create a system for managing client and firm related responsibilities
How to eliminate dropped balls
The benefit of implementing templates to standardize the creation of activities
The best practice for communicating with your team using activities
How to measure productivity and your team’s bandwidth

Register now for this webinar on September 6 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.