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RTU Masters

Redtail Technology > RTU Masters

RTU Masters Information Request Form


    1-23-45-6I live in it all day




    1-23-4Plenty (More than 5)5-67 or More

    Questionable at BestI'm Okay with ThemPretty ConfidentI LIVE on Workflows

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    What is RTU Masters?

    Unlike our regular Redtail University LIVE events, RTU Masters is a 2-day training and education seminar designed to move away from the nuts-and-bolts focus on CRM functionality, and focus on more advanced topics like strategic application and office processes. RTU Masters offers education far beyond the confines of your CRM, including industry-focused group sessions, small group breakouts, fun networking opportunities, and more!

    • Seats are VERY limited. RTU Masters is designed for Power Users with Advanced Redtail CRM experience of at least 2 years, skipping over basic usage to dive deep into situational application.
    • What should I be good at with my Redtail CRM?
      • 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
    • Exclusive face time with department heads, panel discussions, and an update from the Redtail’s co-founder and CEO Brian McLaughlin who is now Orion’s President of CRM.
    • The opportunity for you to submit questions regarding every aspect of Redtail, as well as offer your opinions and input on wants, needs, and habits for you and your office!
    • Scenario-focused training and roundtable discussions that analyze financial professional situations and how to apply Redtail CRM to handle them most efficiently and effectively.
    • Learn how other Financial Professionals apply their technology to meet challenges in their office, as well as share with others your own unique experiences.
    • Evening Event and Dinner provided Day 1. Lunch Day 2.
    • Tours of Redtail HQ