June 2014

New Calendar Default Options Available.
Within the Activity Management area of your Site Preferences, you can now set your Calendar to default to show Checklist Tasks, Workflow Steps, Client Reviews and/or Seminars.
 

This summer we are offering Beginner and Advanced webinars, allowing you to choose the date for either or both that works best for you. This new Summer Series format will allow you to take part even if you happen to be on vacation, as each session is in webinar format, but will still present most of the information we typically offer during Redtail U sessions. Each session will last from 9am PDT until 12:15pm PDT, with a 15-minute break (in case you are on vacation and want to take a quick dip in the pool to rejuvenate). Space is limited, but the sessions will repeat every other week over the summer.

Click the Summer Series Dates below to register:

Beginner: June 9, 9am-12:15pm PDT
Advanced: June 11, 9am-12:15pm PDT
Beginner: June 23, 9am-12:15pm PDT
Advanced: June 25, 9am-12:15pm PDT

Beginner: July 7, 9am-12:15pm PDT
Advanced: July 9, 9am-12:15pm PDT
Beginner: July 21, 9am-12:15pm PDT
Advanced: July 23, 9am-12:15pm PDT

Redtail Overview Demos - every Tuesday at 11:00am Pacific  
30 Minute Quick Starts
- every Wednesday at 11:00am Pacific 

 

Topical Webinars - 
Thursdays at 
11:00
am Pacific

 

Various Database Roles
Aggregators and Account Management
Permissions
Database Maintenance

 

You can see the full schedule for upcoming webinars here or use our Social links at the bottom of this newsletter to follow us for updates!

Representatives from Redtail Technology spend a lot of time on the road at both Broker Dealer Conferences and other industry events.  Below is a list of those at which Redtail will be in attendance in the coming month:

CONFERENCE
BD / PARTNER
DATE
LOCATION

SunGard
WealthSummit
SunGard
June 2-4, 2014
Scottsdale, AZ

Lincoln
Summer Camp
Lincoln
June 2-4, 2014
Manchester, NH

Platinum
Advisors
Platinum
June 2-4, 2014
Orlando, FL

Pershing Insite  
Pershing
June 4-6, 2014
Hollywood,
FL

Cetera
Connect
Cetera
June 17-19, 2014
Las Vegas,
NV

Ameritas East
Regional
Ameritas
June 17-19, 2014
Boston, MA

First Allied
Conference
First Allied
June 18-22, 2014
San Diego,
CA

Redhawk
Annual
Conference
Redhawk
June 18-20, 2014
Minneapolis, MN

Morningstar
Morningstar
June 18-20, 2014
Chicago, IL

Waddell &
Reed
Waddell
& Reed
June 19-22, 2014
Dallas, TX

Securities
America
National
Securities
America
June 20-23, 2014
San
Francisco,
CA

National Life
Group
NLG
June 22-26, 2014
Montreal,
Canada

ProEquities
Business
Builder
ProEquities
June 25-27, 2014
Atlanta, GA


Assisting advisors to work where they want since 2003

 

Redtail Technology
800.206.5030
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