March 2014

Looking for ways to differentiate your business in 2014?  The third and final piece of our Best Practice series on using Redtail to assist with differentiating your business is now available! Read it here
 
 
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 (note we do have a Monday, 10 am Pacific webinar on the 3rd this month as well as a 9 am Pacific webinar on the 12th):

 
How Redtail Advisors are Driving Revenue Growth with Riskalyze
Registration Web Link - 10 a.m. Pacific
Redtail Imaging's New Look!
Registration Web Link - 11 a.m. Pacific
Increase Efficiency and Client Experience with Redtail & Money Organizer Pro
Registration Web Link - 9 a.m. Pacific
Overview of Available Integrations
Registration Web Link - 11 a.m. Pacific
The Importance of Lists and Setting up Your Database
Registration Web Link - 11 a.m. Pacific
Contact Overview
Registration Web Link - 11 a.m. Pacific

 

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
Lincoln Planning
Forum
Lincoln
March 1-4, 2014
Las Vegas, NV
Ameritas Elite
Wealth Planning
Forum
Ameritas
March 2-4, 2014
Scottsdale, AZ
Cetera PCD Meeting
Cetera
March 12-14, 2014
Albuquerque, NM
ICA National
Conference
NPH
March 12-16, 2014
Fort Lauderdale,
FL
Lincoln Planning
Forum
Lincoln
March 15-18, 2014
Chicago, IL
TechLeaders
Peter Montoya
March 31 - April 2, 2014
Dallas, TX

Assisting advisors to work where they want since 2003

 

Redtail Technology
800.206.5030
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