Redtail Technology

Happy October! 🐾 Bentley from BCK Partners

🚀 Ready to become an Orion or Redtail power user? Don’t miss out on the chance to get hands-on training near you at Align U Dallas on November 12-13. Spots are filling up. Grab yours now! https://bit.ly/4dNxCLn

Say 👋 to September's winners of our #BestPawForward Photo Challenge... 🥁👀 Congratulations to Russell & Rocky, Maisie, and Bushka! (And their paw parents, too.) 🐾 Don't forget to submit your best pal via social media for a chance to see them splashed across our login screen next month! Here's how 👉 https://bit.ly/3J59LZV P.S. Don't worry, your best bud may still be seen on social media. We're posting new 📸 of your furry friends every Friday!

🚀 Want to streamline your client engagement strategy? Join fpPathfinder for a webinar featuring Michael Whitman, CFP®, owner of Millennium Planning Group, as he shares how he transformed his approach using fpPathfinder’s Client Service Calendar and its integration with Redtail CRM. 🔗 https://bit.ly/3TSLPyt

Struggling to understand the key metrics driving your business? 👀 Join tomorrow's webinar to turn data confusion into opportunities for growth! Led by the experts at Track That Advisor, we’ll show you how to: 📊 Gather and analyze your data ⚡ Translate metrics into actionable strategies 💪 Master your marketing, operations, and growth Don’t miss this chance to gain clarity and control over your numbers. Register now and take the first step toward smarter business decisions! 👉 https://lnkd.in/getWThH9

⚡ Ready to streamline your CRM? Join our Redtail Essentials webinar on Oct 3, 2024, at 1:00 PM CT to learn how to customize your CRM to fit your office’s workflow — from email notifications to account management and everything in between. 🔧 Get tips on managing accounts, editing details, and integrating with aggregators like never before. Don’t miss out on building a CRM that works for you! 🚀 Save your spot today and optimize your Redtail experience! 👉 https://lnkd.in/gTGZxfG3

Weekend mode = 🔛 🐾 Harper from Carolina Wealth Advisors #bestpawforward

😩 Tired of manually scheduling reviews? Join us for tomorrow's webinar all about automating your annual review scheduling with GReminders to learn how this powerful tool can save you time and improve your efficiency. 📌 What you’ll learn: ✅ Automate your annual review scheduling for seamless client management ✅ Use GReminders' AI Notetaker to generate meeting summaries, action items, and transcripts ✅ Enhance client service and never let important tasks slip through the cracks ✅ Optimize workflows and improve office productivity 📅 Date: Tuesday, September 24, 2024 ⏰ Time: 12:00 PM CT Register now and take your client service to the next level! https://lnkd.in/ddcTFUnJ

👀 Is your office missing out on task collaboration? Join us for Redtail Essentials: Calendar, where we’ll show you how to use Redtail’s Calendar to keep your office organized and on track. No more missed tasks or appointments! ✅ Easily manage office-wide schedules ✅ Assign tasks and calendar items to your team ✅ Color-code and customize views for optimal productivity ✅ Sync seamlessly with Office 365 or Google Calendar using Retriever Cloud 📆 Date: Thursday, 9/26 ⏰ Time: 1:00 PM CT Register now and streamline your workflow! https://lnkd.in/gpzzUqkw

All smiles over here. 🐾 Lizzy Tish from Shepherd Financial Partners