Redtail Technology

Don't miss today's webinar at 12 PM CT with Katie Noles to learn how she incorporates fpPathfinder's Interactive Checklists into her planning process to save time and reduce her workload while delivering solutions to clients. You’ll learn:

⚡️ fpPathfinder + Redtail Integration Demo
💡 How to incorporate Interactive Checklists into your practice
🚀 How estate planning (or other problem-based planning solutions) can help expand client opportunities

Snag your seat! https://bit.ly/4fimCqv

🤩 Mark your calendar!

Join us and Orion WealthTech on July 24th at 2 pm ET / 11 am PT for the AI & Automation Summit, featuring Craig Iskowitz and a roster of industry leaders — including our very own Rick Williamson.

Don't miss this exclusive summit where we'll showcase cutting-edge AI solutions designed for financial advisors. You'll discover how to streamline operations, enhance client relationships, and drive growth with pioneering technologies.

Rick says it best: "We'll show off the newest functionalities and revolutions in AI, give insights on its future, and share advice on using AI to better your business practices. Don't worry, Skynet isn't taking over yet!" 🤖

Don't miss out on this opportunity to elevate your business with AI. Register now: https://bit.ly/3VWZG7a

👋 Say goodbye to juggling between different applications to gain insights into your clients’ world and address key inquiries.

Tune into today's webinar at 12 PM CT to learn how you can effortlessly access all the necessary information without leaving your CRM client screen with your Orion WealthTech integration — including optimizing your decision-making process with robust performance reporting directly from the contact record in Redtail CRM. 🚀 Together, we'll cover:

⚡ Detailed Performance Reporting
⚡ Views Activity Summaries
⚡ Allocation Reports
⚡ Comprehensive Financial Plan Reviews
⚡ Risk Analysis

Don't miss it! Save your seat now: https://bit.ly/3LhjSfa

In today's competitive financial services landscape, maintaining personalized client relationships is more crucial than ever. As firms grow, how can you ensure those connections remain strong?

Join our free webinar tomorrow 12 PM CT with Zoe Meggert, CEO of Perfectly Planned Content, LLC, to discover the power of "internal marketing" as a solution for scaling client relationships.

Together, we'll dive into strategies to enhance client touch points, communication, education, and service. Through case studies and actionable tactics, you'll learn how to build deeper connections, foster trust, and create long-lasting partnerships leveraging:

🤖 Automated communication channels
💡 Personalized educational resources
🤩 Scalable solutions for client interactions

Don't miss out on this opportunity to master internal marketing and elevate your client relationships. Empower your firm to grow while delivering exceptional client experiences consistently.

📅 Date: Tomorrow, July 2nd, 2024
🕒 Time: 12 PM CT
🔗 Register now: https://bit.ly/464HSMh

See you there!

📣 Starting soon!

🤯 Goodbye, email overload — instead, say 👋 to TagInbox, the only solution to organize your firm's emails into client or project rooms and make it easy to share follow-ups across the team.

The result? Everyone deals with fewer emails, but as a team, you’re on top of everything. 👏

Snag your seat for today's webinar at 12 PM CT to see it in action: https://bit.ly/3RlRU5g

🌞 Save time and grow your business this summer!

It's tempting to dial back on marketing for more free time during the summer. But “going dark” isn’t a viable option, especially with market conditions being impacted by the upcoming election cycle.

Pulling back leads to missed growth opportunities and unhappy clients. Instead, let's keep your marketing strong with minimal effort!

Join Ricky Redtail and Robert Sofia on 6/13/24 at 12pm CT as they cover:

🚀 How to set up an entire summer's worth of marketing in 30-60 minutes per month
🚀 A streamlined workflow for using marketing automation tools
🚀 2 bonus "add-ons" that require minimal effort but can maximize your results

🕛 Register now to save your seat!
https://bit.ly/4bH5Krf

Interested in scaling your client and prospect engagement by delivering relevant, timely and actionable advice? Learn how Bento Engine works within to uncover "Next Best Actions" for you to deepen your relationships and drive organic growth today's webinar at 12 PM CT!

You'll learn:

🚀 How Bento works within Redtail to surface opportunities for you to engage with your clients and prospects
🚀 Exciting Bento product updates, including a simple way to for you to get started

Snag your seat! https://bit.ly/4bNrWA2 ⏱️

🚀 Looking for a powerful way to nurture your prospects and turn them into leads?

Unlock client engagement with digital video marketing that’s simple for your prospects to understand and painless for you to deliver in our 30-minute webinar with Client Machines to find out how you can drive your lead nurture success with and digital video. 🎥

⏱️ Watch now: https://bit.ly/3Vh9Lg9

👀 — are you happy with how clean your data is?

Sadly, you're not alone! Believe it or not, one of the top bottlenecks for advisors in CRM functionality and client onboarding is inaccurate data.

Don't miss our webinar tomorrow at 12 PM CT with Precisefp to learn how their tool helps clients fill out their own information, ensuring accurate data is directly fed into your CRM. We’ll walk through:

🚀 Redtail's important information workflow
🚀 How to make key fields mandatory in PreciseFP's fact finder
🚀 Much more to improve your CRM accuracy and streamline your business

⏱️ Register now to save your seat! https://bit.ly/4bL8m6V

👏 Explore effective methods, essential strategies, and hands-on advice for utilizing workflows, activities, notes, reports, and additional CRM functionalities to enhance your client review process in tomorrow's webinar at 12 PM CT with Stephanie Dannebaum Consulting.

⏱️ Register now to save your seat! https://bit.ly/4bsfyos

✋ , raise your hand if reporting for your clients could be easier.

Thought so! Then don't miss our webinar today at 12 PM CT with YCharts — before you end your day, you'll...

🚀 Explore how to seamlessly import portfolio data from Redtail to YCharts

🚀 Uncover popular portfolio optimization tools and portfolio-building workflows to supercharge your analysis across both platforms

🚀 See powerful integration features for elevating your proposal generation, client communication, and more!

Plus! Get 10% off your first month of a YCharts Professional Subscription when you sign up. ⏱️ Register now to save your seat! https://bit.ly/4bew3nZ

✋ Tired of endless data entry?

Then don't miss our webinar tomorrow at 12 PM CT with LeadCenter.ai, where together, we'll walk you through how to reduce data entry and manual reporting to focus on actual production. You'll learn how you can:

🚀 Automate lead capturing from any sources into Redtail. Use Boomytime.AI public calendars to allow customers to schedule their own meetings in Redtail Calendar with automated confirmation and reminders.

🚀 Automate financial questionnaires and let customers fill the gaps in your CRM data without needing data entry from you.

🚀 Automate seminar management. By just creating a seminar, landing pages, registration forms, and confirmation templates will be automatically created.

🚀 Say goodbye to reports preparation with advanced automated reporting and visualization for your Redtail data including contacts, accounts, and appointments.

And SO much more. ⏱️ Register now to save your seat! https://bit.ly/4aLIG9Q