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
Redtail University 2023
Your Recipes for Success
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.
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.
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.
Liability Acknowledgement
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
Great content. Love the booklet and step by step guide. Enjoyed meeting the Redtail team and getting to ask questions.
– Rose,
RTU Atlanta Attendee
I have been using RT for 4 years and I still left with a feeling that RT can do so much more for our firm! Loved the presenters. Great energy and knowledge.
– Timothy,
RTU Chicago 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.
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.
2305-OAT-11/29/2022