Welcome back to Redtail University in person!
Welcome back to Redtail University in person!
Among life’s many pleasures, nothing quite compares to a five-star meal served to you by a world-renowned chef and their well-oiled kitchen. The best chefs in the world, and the best kitchens in the world, are successful because they have spent time perfecting their recipes and their processes, and they know the techniques to use so those dishes come out perfect, every time they’re ordered!
In that same way, financial professionals are always looking for ways to perfect their own recipes in their office, especially when it comes to maintaining deep, meaningful relationships that their clients find as satisfying as a filet mignon taco or a perfectly baked soufflé. They use the best tools at their disposal, like Redtail CRM, and pair it with processes that are continuously being tweaked to perfection, just like your great grandmother’s secret spaghetti sauce recipe. As with the best cooking shows on TV, Redtail is here to help financial professionals develop and implement the best technology and strategies to serve their clients.
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 develop that perfect recipe for success for your staff so they can serve up a delicious, piping-hot client experience consistently.
Learning the ins and outs of your CRM is one of the most valuable investments of time an office can make. Our various Redtail University events give you the chance to learn the best ways to use one of the most essential tools in your office using case studies, real-world application, fun activities, and face time with Redtail Trainers and Staff. There are two educational tracks to choose from:
Implementation is all about focusing on the tools you have at your disposal in the CRM and how to use them.
Strategy focuses on high-level approaches to concepts and common situations faced by financial advisors.
You’ll get a Redtail University workbook to take home, a 2023 Redtail University t-shirt, as well as the opportunity to win some other Redtail swag during your classes. We also provide breakfast, lunch, snacks, and the all-important cup of coffee!
Looking forward to seeing you in person in 2023!
Back for its fifth 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.
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Looking to get more info on a custom RTU? Click here.
An inherent risk of exposure to illnesses exists in any public space where people are present. By attending any Redtail University event, you expressly agree to comply with any and all rules and safety guidelines put in place by the event organizers, and voluntarily assume all risks related to exposure to illnesses, waiving all claims and potential claims against the event organizers, and their affiliated companies relating to such risks.
Having two presenters really kept things moving and kept the energy flowing. Great content.The RT team going through the room to answer individual questions was great!
– Cheryl, RTU Atlanta Attendee
Presenters brought good energy and humor for the most part. Not a dry lecture at all. Good job!
– Jason, RTU Kansas City Attendee
Want to learn more about Redtail? Looking to become a power user? Then check out some of the useful educational training opportunities that we offer to our users!
Adrienne Fasse serves as the VP of Training for both Redtail and Orion Advisor Technology. She recently celebrated her 11 year anniversary at Orion, and spent that time in a variety of roles, but always with the same goal: helping firms maximize their technology experience. In her current role, she focuses on developing her team into industry leaders in consultative platform training and education. When she’s not at work, you’ll find Adrienne at her favorite thrift store looking for the next great deal, or in her kitchen perfecting her latest dessert recipe.
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.
Jac has had a passion for public speaking and performing that began at a young age. She recognized the importance of communication and wanted to help others feel encouraged in their education space, regardless of what the topic may be. Above all Jac is motivated to tell stories as well as empower others to tell theirs. She is continuously incorporating skills from previous work as a Behavioral Health Specialist into her role and believes it can help her meet each of her clients where they are at. In her spare time, Jac enjoys spreading magic as a “part time” princess, exploring cruelty-free products, experiencing new things, and appreciating her furry friends, Rosie, Honey, and Katerina.
Aubrey spent her high school years participating in anything that involved the performing arts and when that wasn’t enough, she took on cheerleading, too! She’s lived in Australia and Mexico, but now calls Omaha, Nebraska home. Aubrey has a passion for training the right habits from the start! She comes from a bustling coffee franchise that helped her to understand the value of clean data, streamlined processes, and efficient reporting. She spends her free time caring for her abundance of houseplants that she accumulated during the pandemic and dog sitting for over thirty different families annually.
Jonathan is one of the newest trainers to join the Redtail Technology fold. Born in New Mexico and living all over the midwest - including Oklahoma, Kansas, and Texas - he has a talent for writing and brainstorming. He is a self-published author (maybe he'll tell you about it if you ask nicely. But only maybe), and has taken the skills he's learned as such and applied them to a career in tech training, hosting events of upwards to 500 attendees. His previous job with Microsoft, where he brings his knowledge of tech education and training new/veteran clients on Redtail CRM and its many different aspects. In his free time, Jonathan is either writing drafts for new story ideas or playing a board or video game of some sort.
Dylan is the newest member of our training team. He calls Ankeny, IA home. Before joining Redtail, he worked for a financial services firm focusing on technology implementation and training and helping find ways how technology can streamline processes. He enjoys helping offices streamline their business through the use of technology and training. Outside of work, he enjoys traveling, hiking, biking, going to concerts and watching sporting events.
Rick Williamson, better known as Ricky Redtail, is an experienced fintech professional with 11+ years of industry expertise. With a background in film production, public speaking, and customer experience at Walt Disney World, Rick brings a creative and knowledgeable perspective to his work. He excels in public speaking and training in the fintech sector, consistently delivering exceptional results and infusing his passion for movies and pop culture into his professional endeavors. As the Director of Brand Experience, Rick combines fintech, pop culture, and practice management strategies to create engaging and educational narratives that connect with audiences, making him a standout figure in the industry.
Executive Assistant to the President, 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.
shirts given out