What's new in the CRM?
You can check out some of our latest work and updates to the CRM via the Release Note Bulletin below:
Also, if you missed our announcement about
, a compliance-approved, real-time communication platform for financial advisors, you can see that announcement
And remember, you can always keep track of updates via our Release Notes,
A new face around the office!
Front Street Animal Shelter in Sacramento
brought Jack to visit us while they talked to our employees about fostering. The moment we laid eyes on Jack's adorable face, we knew he was going to have no problem getting adopted.
Jack's first office tour led him down our company slide... twice! Jack loved all the attention and cuddles from employees who couldn't get enough of him and a foster opportunity began for one of our employees, Blair.
Our mission was to find Jack a wonderful place he could call his forever home.
Mission accomplished...we're excited to announce that Blair and his wife Lou have officially adopted Jack!
A true match and amazing ending to this lovebug's journey!
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
Thursday, November 9: Continuing Education: Teamwork Makes the Dream Work
Thursday, November 16: Continuing Education: Saying Thank You with a Prospecting Event! Registration
Thursday, November 30: Continuing Education: 3 Ways to Wish A Happy Holiday Registration
2018 RTU Dates & Locations Are Now Set!
Registration isn't open yet for any of 2018's RTU Events, but the lineup is ready so you can mark your calendars now. Note: some new and improved programs under the Redtail University brand are reflected in next year's lineup - more info will be coming soon! Here's the list:
February 27: San Diego, CA
March 27 and 28: Dallas, TX XL
May 22: Philadelphia, PA
June 26: Kansas City, MO
July 17: Boston, MA
August 21: Denver, CO
Sept 18 and 19: Chicago, IL XL
October 9: Portland, OR
October 23: Charlotte, NC
November 6: Sacramento, CA Masters
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 months:
IFG Practice Management Forum:
November 7-10, Rancho Mirage, CA
Cetera PCD Meeting:
November 8-10, Dallas, TX
Tech Retreat Western Roundtable:
November 8-10, Sonoma, CA
H. Beck MasterMind Meeting: November 8-10, Chantilly, VA
1st Global National Conference:
November 12-14, Fort Worth, TX
Money Concepts Annual Planning Conference:
November 14-17, Chicago, IL
Market Counsel Summit:
December 4-7, Miami, FL