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Redtail Technology > News > Best Practices > Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two)

Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two)

Category: Best Practices
Blog Feature Practice Management - Maureen Wilke

Practice Management Takeover webinar Maureen Wilke part 2

ABOUT this webinar
Topic: Summer Client Acquisition Strategies
Description: Join Redtail and Maureen Wilke, founder of The CONNECTED Advisor, as they share three timely strategies to acquire new clients this summer.

Summertime can be a challenging time to meet prospects and potential new clients. How would it impact your practice if you got one referral from 5-10 of your top clients? This session integrates with Redtail’s CRM and includes the “how to” steps with templates to connect with clients and COIs for referrals through:

  • A Summer Communications Calendar
  • Successful Summer Events and Workshops – virtual and in-person
  • Beneficiary Updates

You won’t want to miss these valuable strategies with the follow-up templates for easy implementation!

Register now for this webinar on July 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.