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Redtail Technology > News > financial planning

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s May 2023 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features Flourish, Orion and Incom...

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building Your Tech Stack webinar with Holistiplan on April 25!

Category: Integrations

Redtail + Holistiplan = 2023 Year of Tax Planning. Learn more at this webinar on April 25th with Holistiplan.

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s April 2023 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in April to learn how our partner integrations can help streamline your workday. This month features Mobile Assistant, Finpa...

Blog Feature Graphic_Building Your Tech Stack

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" />

Building Your Tech Stack webinar with Healthpilot on October 18!

Category: Integrations

How Medicare Changes Your Financial Planning Conversation. Learn more at this webinar on October 18th with Healthpilot.

Blog Feature Graphic_Building Your Tech Stack

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" />

Building Your Tech Stack webinar with fpPathfinder on August 30!

Category: Integrations

Navigating Complex Financial Planning Questions with fpPathfinder. Learn more at this Redtail webinar on August 30th with fpPathfinder.

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s August 2022 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in August to learn how our partner integrations can help streamline your workday. This month features Catchlight and fpPathf...

Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals

Category: Survey

Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.

Blog Feature Graphic_Building Your Tech Stack

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" />

Building Your Tech Stack webinar with Income Lab on June 7!

Category: Integrations

The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM. Learn more at this webinar on June 7 with Income Lab.

Building Your Tech Stack webinar image

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphic-Building-Your-Tech-Stack-350x260.jpg" width="350" height="260" alt="Building Your Tech Stack webinar image" title="Building Your Tech Stack webinar image" />

Building your Tech Stack: Redtail’s June 2022 Partner webinars

Category: Integrations

Join us for these Building Your Tech Stack webinars in June to learn how our partner integrations can help streamline your workday. This month features Income Lab and Clout by ...

Blog Feature Graphic_Building Your Tech Stack

<img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/12/Blog-Feature-Graphic_Building-Your-Tech-Stack-e1640114470965-350x260.jpg" width="350" height="260" alt="Blog Feature Graphic_Building Your Tech Stack" title="Blog Feature Graphic_Building Your Tech Stack" />

Building Your Tech Stack webinar with Holistiplan on May 31!

Category: Integrations

Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.

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