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Redtail Technology > News > Best Practices > Practice Management Takeover with Stephanie Dannebaum on January 10th

Practice Management Takeover with Stephanie Dannebaum on January 10th

Category: Best Practices
Practice Management blog feature - Stephanie Dannebaum

Practice Management webinar with Stephanie Dannebaum

ABOUT this webinar
Topic: New Year, New Workflow: Templates and Clean Up for a Seamless Client Experience

Description: Let’s build a Workflow together and get your database in good working order for the new year! We’ll clean up, set up, and teach you about the different templates available for your client phases in Redtail CRM. Sign up for a take-home template! Presented by Stephanie Dannebaum of Stephanie Dannebaum Consulting.

Register now for this webinar on January 10 at 10 am Pacific.

0033-OAT-1/6/2023

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.