Power tools, blueprints, and practices helping you build relationships with your clients!
RTU is returning in 2020
The career of a financial professional is enhanced by their usage of the right tools to succeed, and Redtail is there to serve as your most powerful tool in building and managing relationships. A primary aim of RTU is to help offices of all sizes learn how to best operate the tools Redtail puts at their disposal. Through a variety of RTU events, we provide a fun, energetic learning environment to meet the needs and diverse goals of each office. Get ready to put the power in your hands and learn more about Redtail University today!
What is RTU? Funny you should ask.
Check out what we’re all about in this video, then scroll below for dates and sign up!
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.
RTU XL takes one of the most popular pieces of feedback from regular Redtail Universities and gives the people what they want: a two-day educational training featuring even more application and additional best practices. For RTU XL, we cover similar topics to the ones covered at Redtail University, but at a steadier pace, allowing for additional examples of application, further conversation, and more time for users to get their questions answered. Featuring two classes, we’ll be covering all there is to learn in Redtail CRM, while also highlighting the newest tools, updates, and functionalities at your disposal. Join our Redtail Trainers to have your mind filled (and maybe even blown) with knowledge on the ins and outs of maximizing your CRM tools in one of our two classes: Implement and Strategy. Implement is all about focusing on the tools you have at your disposal and how they function in your office life. This is a nuts-and-bolts, point-and-click training that lays out concepts and situations and then shows how to implement them in the CRM (you can follow along in your own database or a demo database). The main approach of the Implement course is How to use Redtail CRM in the day-to-day. Recommended Attendees for Implement: Newer users (1 year or less), Office Staff, 1-Person Advisor offices, ‘I don’t know what I don’t know’, ‘I feel like I’m only using 5% of Redtail’, ‘How do I do that?’ Strategy focuses on direct approaches to common situations faced by financial heroes. While we still utilize functions in the CRM, this class is more about a conceptual discussion of the tools available as well as when and why to use them. The main approach of Strategy is What Redtail CRM is capable of for you and your team. Recommended Attendees for Strategy: Seasoned users (2 years or more), Office Managers, Office Delegators, Advisors w/ Staff, ‘Trouble with practice management.’ Cost: $499 per person (hotel not included)
Agendas coming soon!
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.
Call 800.206.5030 ext. 7 or email: RTU@redtailtechnology.com.
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