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Redtail Technology > News >
08 Oct 2021
Blog Feature - Riskalyze Conference Keynote
Rules for Advisors to Survive Zombieland: Rick Williamson’s presentation from FIS 2021
Category: FinTech Industry
We are excited to be able to share the Rules for Advisors to Survive Zombieland session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
28 Sep 2021
Best Practices header
The Role of Education in Financial Technology Adoption
Category: Best Practices
Redtail's Rick Williamson breaks down three ways to create useful training environments for advisors across backgrounds and learning styles.
07 Sep 2021
Best Practices header
Delivering Digital Planning Experiences: Tech Best Practices panel discussion on September 9!
Category: Best Practices
Join us for this dynamic panel discussion hosted by Joel Bruckenstein to hear how advisors are using technology to run their businesses.
03 Aug 2021
Redtail newsletter
Read Redtail’s August 2021 newsletter
Category: Monthly Newsletter
Read our August newsletter for updates from our Training Team, a couple of Best Practice pieces, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more ....
20 Jul 2021
Cognitive Biases_Feature Image
Redtail’s Director of Training, Rick Williamson, has cognitive bias on his mind
Category: Best Practices
WealthManagement.com recently published Rick Williamson's piece, "Three Cognitive Biases That Could Be Hacking Your Culture". Here, he offers some additional thoughts on the to...
15 Jul 2021
Redtail Technology Expands Training Department, Relaunching Redtail University in Person in 2022
Category: Press Release
Rick Williamson has been promoted to be Redtail Technology’s Director of Training and will lead their 2022 RTU Live efforts.
08 Jul 2021
Best Practices header
What the pandemic revealed to financial advisors about connecting with their future clients
Category: Best Practices
As we transition to a post-pandemic future, there’s no putting the genie back in the bottle with regard to the service and experience options our clients will expect moving for...
27 Aug 2020
Rick Williamson adapt to the future fearless week
If you missed Riskalyze’s Fearless Week, you also missed Ricky Redtail’s Adapt to the Future session
Category: FinTech Industry
We are excited to be able to share the Adapt to the Future session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
10 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Part 2)
05 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 1
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack.