November 2017
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 Redtail Speak, a compliance-approved, real-time communication platform for financial advisors, you can see that announcement here.

And remember, you can always keep track of updates via our Release Notes, available here
A new face around the office!

Recently, the 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!

Thank you Front Street Animal Shelter - City of Sacramento for this awesome opportunity!
Upcoming Webinars

Redtail Overview Demos:  every Tuesday at 11:00am Pacific
30 Minute Quick Starts:  every Wednesday at 11:00am Pacific

Topical Webinars: 
Thursday, November 9: Continuing Education: Teamwork Makes the Dream Work  Registration  
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 

Our webinars are free to users. 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!
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

Also, you can check out and subscribe to our Redtail University YouTube channel here.

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 12-15,
Hollywood, FL
Schwab IMPACT:  November 14-17, Chicago, IL
Market Counsel Summit:  December 4-7, Miami, FL
Redtail Technology  800.206.5030