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 8am-5pm
Pacific Time
Ext. 4

RTU Online

Redtail Technology > RTU Online

What is RTU Online:
Tools for Building a Better Tomorrow

RTU Online is a virtual training series presented free of charge over the course of two days that will be offered on multiple occasions over the next few months.

We wanted to provide our users in-depth training content similar to our Redtail University live events, but accessible from the safety and comfort of their own homes, offices, patios, or poolsides! This year, we’re helping advisors learn how to utilize their Tools for Building a Better Tomorrow.

Day 1

9:00am – 9:05am PST – Intro and Welcome!
9:05am – 9:50am PST – Cleaning Up Chaos
9:50am – 10:00am PST – Break
10:00am – 10:50am PST – Workflows: Building
10:50am – 11:00am PST – Break
11:00am – 11:50am PST – Workflows: Implementing
11:50am – 12:00pm PST – Closing Remarks/Q&A

Day 2

9:00am – 9:05am PST – Intro and Welcome Back!
9:05am – 9:50am PST – Sales Cycle
9:50am – 10:00am PST – Break
10:00am – 10:50am PST – From Prospect to Client
10:50am – 11:00am PST – Break
11:00am – 11:50am PST – Client Management
11:50am – 12:00pm PST – Closing Remarks/Q&A

Full Agenda

Day 1

9:00am – 9:05am PST – Intro and Welcome!

9:05 – 9:50am PST – Cleaning Up Chaos
Good data in = good data out. In “Cleaning Up Chaos”, we’ll discuss the importance of setting up your database lists, setting up a style guide, and creating strategies for cleaning up data that may be outdated or no longer accurate.

9:50 – 10:00am PST – Break

10:00am – 10:50am PST – Workflows: Building
In this session, we’ll lay the foundation for the processes we use within our office. We’ll begin by mapping out processes in the whiteboarding stage before proceeding to the actual build of workflow templates for repeated use in the future.

10:50am – 11:00am PST – Break

11:00am – 11:50am PST – Workflows: Implementing
Wrapping up Day 1, we’ll take those workflow templates live and show you the various ways they can be used throughout the database and mobile app. Next, we’ll streamline taking those workflows live with the Automation tool.

11:50am – 12:00pm PST – Closing Remarks/Q&A

Day 2

9:00am – 9:05am PST – Intro and Welcome Back

9:05am – 9:50am PST – Sales Cycle
In “Sales Cycle”, we’ll explore the various tools available in Redtail CRM to help you convert more leads to clients. This section specifically focuses on how Opportunities, Workflows, and Tag Groups can play a role in your sales cycle to help prevent leads from falling through the cracks.

9:50am – 10:00am PST – Break

10:00am – 10:50am PST – From Prospect to Client
Transitioning an individual from prospect to client can be an efficient process where organization is maintained using several tools within the CRM. Track client communications with notes and simplify processes with a variety of templates! Leave a positive first impression to get your client relationships off to a good start.

10:50am – 11:00am PST – Break

11:00am – 11:50am PST – Client Management
Client reviews are an essential activity for any financial professional. Redtail can help with these whether you are scheduling client reviews annually or on a more frequent basis. Be prepared for the next review by tracking, scheduling, and organizing your client review information.

11:50am – 12:00pm PST – Closing Remarks/Q&A

Remember, our free RTU Online events have limited registration and attendance spots available. Any attendees who are unable to join via Zoom due to attendance limits are encouraged to view the RTU Online livestream on our YouTube channel at the same time.

Note: The RTU Online livestream on YouTube will present the entire training as scheduled, but will have limited audience participation in Q&A, quizzes, etc.

If you’d like to view RTU Online at your own leisure, we will make the session recordings available on our Helpdesk and YouTube channel for you to view at your convenience.

RTU Online Tools for Building Better tomorrow February23-24 dates

February 23rd and 24th

RTU Online Tools for Building Better tomorrow March24-25 dates

March 24th and 25th

Meet your trainers

RTU Online Katherine Beltran
Katherine Beltran
Trainer / Admiral of Activities

Katherine Beltran joined Redtail’s Training team at the beginning of 2019 and has spent the year attending/presenting at Redtail Universities and applying her new Redtail knowledge to assist in 1-on-1 trainings. Prior to her time with Redtail, she honed her passion for creating memorable client experiences through positions at Disneyland and American Airlines. Katherine earned her bachelor’s degree in Hospitality from Northern Arizona University in 2012. Besides an interest in baseball (huge Anaheim Angels fan), Katherine is a self-proclaimed Disney-holic, movie-fanatic, and master stress baker.

RTU Online Curtis Ware
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.

RTU Online Austin Johnson
Austin Johnson
Trainer / Apostle of Automation

Austin Johnson, aka the Apostle of Automation, is our newest trainer. He is passionate about making complex ideas and processes easy to understand and use. He is always looking for and finding new, innovative ways to save both time and money. Prior to joining Redtail in 2018, Austin cooked up delicious cheeseburgers at the west-coast famous In-N-Out Burger while earning his Bachelor's in Marketing Management. Currently, Austin is working hard to earn his M.B.A in Finance and hopes to one day earn a CFA certification.

Want to learn more about Redtail? Looking to become a power user? We encourage our users to take advantage of the many online Training resources at their disposal.