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Monmouth Telecom Resources:
Contact About Monmouth Telecom Hosted PBX Services |
More information on Monmouth Telecom is here. For our mutual subscribers, the integration will automatically pull up the contact record of anyone calling into your phone system, removing the need for you to search for a contact after they've identified themself. Additionally, it offers an option for automatic note creation after you hang up to record the fact that you received the call. Integration setup instructions and a video they put together about the integration can be found here.
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 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: |
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| Beginner: May 12, 9am-12:15pm PDT
Advanced: May 14, 9am-12:15pm PDT
Advanced: May 28, 9am-12:15pm PDT
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| 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
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| 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 |
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Redtail Overview Demos - every Tuesday at 11:00 AM Pacific
30 Minute Quick Starts - every Wednesday at 11:00 AM Pacific
Topical Webinars - Thursdays at 11 AM Pacific
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Resources as a Redtail User
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Everything About Notes!
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Retriever for the Desktop
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All About Imaging's New Look
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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:
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CONFERENCE
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DATE
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LOCATION
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| NFP
| May 4-6, 2014
| Austin, TX
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SEI Client Conference
| SEI
| May 5-6, 2014
| New Orleans, LA
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H Beck
| Capital Finance Group
| May 6-9, 2014
| Chantilly, VA
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Concorde
Investment Services
| Concorde
| May 7-9, 2014
| Detroit, MI
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Financial West
| Financial West
| May 7-9, 2014
| Reno, NV
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Trade PMR Synergy
| Trade PMR
| May 7-9, 2014
| Orlando, FL
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Next Financial
| Next
| May 7-11, 2014
| San Antonio, TX
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NAPFA Spring
Conference
| NAPFA
| May 13-16, 2014
| Salt Lake City, UT
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NPC National
Conference
| NPC
| May 14-18, 2014
| New Orleans, LA
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Zywave Partner
Summit
| Zywave
| May 20-22, 2014
| Milwaukee, WI
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Ameritas West
Regional
| Ameritas
| May 20-22, 2014
| Kansas City, MO
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Fidelity Inside Track
| Fidelity
| May 20-21, 2014
| Dallas, TX
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Peak Advisor Alliance
| Peak Advisor
| May 28-30, 2014
| Chicago, IL
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United Planners
| United Planners
| May 29 - June 1, 2014
| Phoenix, AZ
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Investacorp
| Investacorp
| June 1-4, 2014
| Orlando, FL
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Madison Avenue
| Madison
| June 1-4, 2014
| Boston, MA
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Geneos Partners
Conference
| Geneos
| June 1-5, 2014
| Scottsdale, AZ
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SunGard
WealthSummit
| SunGard
| June 2-4, 2014
| Scottsdale, AZ
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Lincoln Summer Camp
| Lincoln
| June 2-4, 2014
| Manchester, NH
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Platinum Advisors
| Platinum
| June 2-4, 2014
| Orlando, FL
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Assisting advisors to work where they want since 2003
Redtail Technology
800.206.5030
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