Redtail U is back for 2013, new and improved to meet the challenges of the busy advisory office. We are returning to the two-track format (Office Staff and Advisor) in order to maximize the time you spend with us. Instruction this year will focus on how advisors and their staff can use Redtail in their day-to-day work life, with a significant portion of the day also set aside for Case Studies, Round Table Discussions and Tips and Tricks of the CRM.
| |
Redtail University - Boston, MA
Tuesday, September 10, 2013
8:00 AM - 5:00 PM (EST)
| |
Redtail University - St. Louis, MO
Tuesday, October 15, 2013
8:00 AM - 5:00 PM (CST)
| |
Redtail University - Atlanta, GA
Thursday, November 14, 2013
8:00 AM - 5:00 PM (EST)
|
|
We offer regularly scheduled Redtail Overview Demos every Tuesday at 11:00 AM PST and regularly scheduled 30 Minute Quick Starts every Wednesday at 11:00 AM PST. You can see the full schedule for upcoming webinars here. Each month we also host specialized webinars on various Redtail topics. Below are the ones currently on the books for the month of September 2013, but bear in mind that more may be added as the month progresses, so be sure to check the schedule or to follow us on Facebook, Google+ or Twitter for upcoming webinar announcements.
|
Thursday, September 5, 2013 11:00 AM - 12:00 PM PST: Cleaning Up Your Database!
Webinar ID: 689-343-352
Thursday, September 12, 2013 11:00 AM - 12:00 PM PST: Seminar Management
Webinar ID: 142-345-041
Thursday, September 19, 2013 11:00 AM - 12:00 PM PST:
Webinar ID:
412-371-145
Thursday, September 26, 2013 11:00 AM - 12:00 PM PST: Tips and Tricks
|
|
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
|
|
DATE
|
LOCATION
|
|
Bob Veres' Insider's
Forum
| Bob Veres
| September 17-19, 2013
| Dallas, TX
|
|
Questar National
Sales Conference
| Questar
| September 17-20, 2013
| Minneapolis, MN
|
|
Cetera Regional
| Cetera
| September 23-24, 2013
| Philadelphia, PA
|
|
Harbour Investments
| Harbour
| September 23-26, 2013
| Delavan, WI
|
|
Leaders Club-Ignite Conference
| Cambridge
| September 24-25, 2013
| Scottsdale, AZ
|
|
Triad National Conference
| Triad
| September 25-28, 2013
| Washington, D.C.
|
|
Cambridge Ignite Conference
| Cambridge
| September 25-28, 2013
| Scottsdale, AZ
|
|
Summit National Convention
| Summit
| September 26-28, 2013
| Boca Raton, FL
|
|
ICC Symposium
| Investors Capital
| September 26-27, 2013
| Orlando, FL
|
|
Albridge Perspectives Conference
| Albridge
| September 29 - October 1, 2013
| Philadelphia, PA
|
|
LFA Premier Partners Staff Symposium
| Lincoln Financial
| October 1-4, 2013
| Indianapolis, IN
|
|
Fintegra
| Fintegra
| October 2-5, 2013
| Minneapolis, MN
|
|
SW Cares
| SW Cares
| October 3-5, 2013
| Charleston, SC
|
|
Assisting advisors to work where they want since 2003
Redtail Technology
800.206.5030
|
|
|
|
|