Welcome back to Redtail University in person!
Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Redtail University LIVE
What is Redtail University?
At first glance, you might not think that financial professionals have much in common with our National Parks. However, the mission of our National Parks, to conserve the beautiful landscapes for future generations, and to continue to grow those parks and the connection with their visitors, is very similar to the way financial professionals work with clients.
Financial professionals are trusted to conserve and protect the livelihoods for their clients’ future, as well as grow their relationships, and plant new ones, into something strong that will continue to last. Likewise, just as the National Parks Service implements technology, offers education, and provides valuable strategies in their mission, Redtail is here to help financial professionals develop and implement the best technology and strategies to allow them to best serve their clients and allow them to conserve for today and grow for tomorrow.
Through a variety of Redtail University events, we provide a fun, energetic learning environment to meet the needs and diverse goals of each office. We’re here to put you in the best position to protect your clients’ assets while helping you grow your relationships to be strong in the future.
Check out what we’re all about in this video, then scroll below for dates and additional information.
Strap on your tool belts, because Redtail University is back to help financial professionals from all over the country with the tools and blueprints needed to make you a master builder of client relationships! Featuring two tracks, RTU covers all there is to learn about Redtail CRM, while also highlighting the latest updates and functions in your toolbox. Join our Redtail trainers to have your mind filled with actionable takeaways to maximize your CRM tool usage by attending either our Implement track or our Strategy track.
Recommended for newer users (one year or less), one-person offices, or office staff who live in Redtail, the Implement track is all about the tools you have at your disposal and HOW to implement them in your office life. This is a nuts-and-bolts training that shows how to apply the many areas of Redtail in your business by using concepts, situations, and best practice examples. If you find yourself saying “I don’t know what I don’t know” or “I’m only using 5% of Redtail” or “Where do I run reports again?”, then Implement is the track for you!
Recommended for more seasoned users (two+ years), Office Managers, or Advisors with Staff, the Strategy track focuses on using the entire CRM as a tool, as well as WHEN and WHY to use certain features. While still utilizing the tools in the CRM, Strategy offers more of a framework for how all of the tools within Redtail can be used to strategically tackle common situations. The main approach of Strategy is to show users what Redtail CRM is capable of in their office. If you find yourself having “trouble with practice management”, then check out our Strategy track!
Remember though, there is no wrong class to pick, and we’re confident you’ll gain all types of knowledge to use the power tools at your disposal to build stronger client relationships.
Back for its fourth year, RTU XL takes one of the most popular feedback items from regular Redtail Universities and gives the people what they want: a two-day educational training featuring a steadier pace, additional examples, and more best practices.
For RTU XL, we cover the same topics covered at Redtail University, but we work with the additional time to further build on concepts as well as provide additional applications, examples, and best practices.
Back by popular demand, RTU Masters is a unique opportunity for you to join other Power Users for a small group, discussion-based, VIP training experience under the roof of Redtail’s headquarters in Sacramento, CA. At RTU Masters, you’ll have the chance to participate and build upon your CRM knowledge with deep-dive Advisor topics such as prospecting, client retention, compliance preparation, and more! Using numerous case studies and industry examples, RTU Masters offers you a chance to not only bring your knowledge to enhance discussions, but to also get high-level education and guidance from our Redtail University Trainers. To top it off, RTU Masters includes exclusive face-to-face time with Redtail Upper Management, Developers, and Staff. This VIP Experience will allow you to interact with more of your Redtail family and includes great food, refreshing drinks, a special evening event, and a healthy portion of industry-specific education to satisfy all your knowledge needs.
PLEASE NOTE: RTU Masters is a course that requires Advanced CRM user knowledge and will not be focusing on basic concepts. For further details on recommended proficiencies, please see the RTU Masters Agenda.
What CRM Knowledge Should I Already Have?
- CRM Navigation and Functionality
- Cleaning Up CRM Data
- Adding CRM Data (Contacts, Notes, Activities, Lists, etc.)
- Building Templates (Workflows, Mail Merge, Automations)
- Advanced Searching and Reporting
Attendance will be extremely limited. Further details coming soon.
RTU Online is a virtual training series presented free of charge over the course of two days that will be offered on multiple occasions throughout the year.
We wanted to provide our users in-depth training content similar to our Redtail University live events, but accessible from the safety and comfort of their own homes, offices, patios, or poolsides! This year, we’re helping advisors learn how to utilize their Tools for Building a Better Tomorrow.
Call 800-206-5030 ext. 7 or email: RTU@redtailtechnology.com.
Please email us if you have any questions about RTU. For upcoming webinars, check our schedule here. For other recorded webinars, videos and training sessions, check our Helpdesk here.
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Looking to get more info on a custom RTU? Click here.
These presenters are professionals! Both Rick and Curtis were some of the best we have seen for a more technical training.
– Craig, RTU Minneapolis Attendee
I learn something new each year at RTU! The private lessons with Hayley have been so helpful for diving (deeper).
– Melissa, RTU Denver Attendee
The energy is contagious! Came in thinking I’d basically perfect what I know. Turns out I learned a ton to begin implementing and improving.
– Crystal,
RTU Denver Attendee
I found the training valuable and insightful. As we are clearly not using Redtail to its full potential at my B/D. I enjoyed the levity as well!
– Joel,
RTU Boston Attendee
Meet your trainers
Rick Williamson
Lead Trainer / Dark Overlord of Knowledge
Rick Williamson, aka Ricky Redtail aka The Dark Overlord of Knowledge, has been with Redtail for 8+ years, where his role of Lead Trainer allows him to oversee all training resources, presentations, and content. With a background peppered with stints in film production, public speaking, and working at Walt Disney World, Rick has been able to make a significant impact at both Redtail and in the FinTech industry. His experience in numerous Marketing, Media, Training, and Presentation projects make him an exciting emerging voice in FinTech and Practice Management.
Katherine Beltran
Trainer / Admiral of Activities
Katherine Beltran joined Redtail’s Training team at the beginning of 2019 and has spent the year attending/presenting at Redtail Universities and applying her new Redtail knowledge to assist in 1-on-1 trainings. Prior to her time with Redtail, she honed her passion for creating memorable client experiences through positions at Disneyland and American Airlines. Katherine earned her bachelor’s degree in Hospitality from Northern Arizona University in 2012. Besides an interest in baseball (huge Anaheim Angels fan), Katherine is a self-proclaimed Disney-holic, movie-fanatic, and master stress baker.
Curtis Ware
Trainer / Workflow Wizard
Curtis Ware, aka the Workflow Wizard, started working with Redtail in 2012 as part of the Customer Support Team, and shortly after made the move to training. Before joining Redtail, he worked as a Photography Trainer. Curtis has a passion for training and loves finding new ways to troubleshoot issues that arise so he can pass those tools on for both coworkers and users to learn.
Austin Johnson
Trainer / Apostle of Automation
Austin Johnson, aka the Apostle of Automation, started working at Redtail in 2018 as a Sales Advisor. Shortly after, he joined the Redtail Training Team after discovering his passion for helping others develop processes and solve complex problems using technology. Austin holds a bachelor’s degree in Marketing Management, an MBA with emphasis in Finance and is currently studying at the American College of Financial Services for his CFP® certification. In his spare time, Austin enjoys coaching high school basketball, volunteering and visiting Folsom Lake with his Golden Retriever, Daisy.
Jacqueline Anderson
Trainer / Princess of Productivity
Jacqueline Anderson is ecstatic to be a part of the Redtail family. Jacqueline has a passion for public speaking that began at a young age, and she is excited to incorporate skills from previous work as a Behavioral Health Specialist into her work with the Redtail training team. In her spare time, Jacqueline enjoys spreading magic as a “part time” princess, exploring cruelty free products, and appreciating her pup, Rosie. Jacqueline is honored to be instructing alongside incredibly talented teammates.
Miranda Gedye
Executive Assistant to the CEO / Coordinator of Chaos
Miranda has a Business Communications degree from Arizona State University and began her Redtail career as a Sales Assistant. She quickly moved into a strong involvement with Events and other corporate support roles. Having spent most of 2019 coordinating not only Redtail University but also conference attendance and other events, she is our go-to organizer for any help needed regarding registration, meals, and logistics.
