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Redtail University LIVE

Redtail Technology > Redtail University LIVE

Welcome back to Redtail University in person!

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.

Redtail University is back to help financial professionals from all over the country with the tools and resources 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 CRM. 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.

Implementation Agenda
Strategy Agenda

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.

XL Strategy Agenda
XL Implementation Agenda

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:

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.

To ensure you stay up to date, subscribe to our newsletter here.

Looking to get more info on a custom RTU? Click here.

COVID-19 Policy

We are no longer requiring proof of vaccination or a negative test. To make sure we provide a safe environment for our attendees and staff though, masks, vaccines, and testing are encouraged, but not required.

Please do not attend a Redtail University event if you are experiencing fever, chills, cough, or any other symptoms of

Liability Acknowledgement
  • By registering for any Redtail University event, you agree to the requirements set by Redtail Technology. Failure to meet these requirements will result in being unable to attend that day’s event and could potentially result in ineligibility for a refund. Redtail is not responsible for any travel expenses accrued if requirements are not met.
  • An inherent risk of exposure to COVID-19 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 COVID-19, waiving all claims and potential claims against the event organizers, and their affiliated companies relating to such risks.

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.

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!

RTU Boston Attendee

RTU 2022 - Dallas, TX (XL) - October 11th & 12th

Dallas, TX (XL)

October 11th & 12th

Need a trainer?

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!

Meet your trainers

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miles flown


shirts given out


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