Are you effectively setting and managing client expectations?
We've put together a piece showing how you can use Redtail Workflows and Checklists to help you manage this aspect of your relationships, with the desired goal of helping you to improve retention rates and increase referrals. 
Read it now
 
WhatsNewEmail


Redtail's move to SpamAssassin's open source mail filter 
Over the past several weeks, we've been moving all Redtail Email users to this spam filtering solution in order to better assist users with combating spam. No action is required on our users' end during this move. 
Learn more about SpamAssassin here
 

RTU 2013 has been met with rave reviews - we hope you'll register now to join us for one of the remaining events this year. RTU offers a  two-track format (Office Staff and Advisor) in order to maximize the time you spend with us. Instruction focuses 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 - St. Louis, MO 

Tuesday, October 15,  2013
8:00 AM - 5:00 PM (CDT)

  

Redtail University - Atlanta, GA 

Thursday, November 14, 2013
8:00 AM - 5:00 PM (EST)

  

Redtail University - Sacramento, CA 

Tuesday, December 3, 2013
8:00 AM - 5:00 PM (PST)

  

Upcoming Webinars
We offer regularly scheduled Redtail Overview Demos every Tuesday Redtail Webinar Iconat 11:00 AM Pacific Time and regularly scheduled 30 Minute Quick Starts every Wednesday at 11:00 AM Pacific Time.  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 October 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, October 10, 2013 11:00 AM - 12:00 PM Pacific:  Advanced Searching
Webinar ID: 614-603-041

  

Thursday, October 17, 2013 11:00 AM - 12:00 PM Pacific:  Addressing the Challenge of User Adoption 
Webinar ID: 588-727-921

Thursday, October 24, 2013 11:00 AM - 12:00 PM Pacific:  
Opportunity Tracker
Webinar ID:667-655-649
 
Thursday, October 31, 2013 11:00 AM - 12:00 PM Pacific:  Setting and Managing Client Expectations with Workflows and Checklists  
Webinar ID: 759-178-401

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

Kovack National
Conference
Kovack Securities
October 8-11, 2013
Orlando, FL

Cetera PCD
Conference
Cetera
October 9-11, 2013
Chicago, IL

Girard Securities
Girard
October 17-20, 2013
San Diego, CA

FPA Experience
FPA
October 19-21, 2013
Orlando, FL

Cetera Regional
Cetera
October 21-22, 2013
Atlanta, GA

Lincoln Fall Focus
Lincoln Financial
October 21-24, 2013
Atlanta, GA

ProEquities
ProEquities
October 21-24, 2013
Charleston, SC

JW Cole
JW Cole
October 22-24, 2013
Phoenix, AZ

Prospera
Prospera
October 23-25, 2013
Dallas, TX

Pershing Discover
Pershing
October 28-29, 2013
Jersey City, NJ

T3
T3
November 3-5, 2013
Rosemont, IL

Assisting advisors to work where they want since 2003

Redtail Technology
800.206.5030
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