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.

Boston RTU

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)

  

Upcoming Webinars
We offer regularly scheduled Redtail Overview Demos every Tuesday Redtail Webinar Iconat 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:  
Calendar Management
Webinar ID: 
412-371-145 
 
Thursday, September 26, 2013 11:00 AM - 12:00 PM PST:  Tips and Tricks 
Webinar ID: 479-312-233

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

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
Follow us where you want:

Facebook    Twitter    LinkedIn    blog    Find us on Google+