Redtail Technology

Waving bye to this week, and hello to the weekend ?? ?? Moose from Clear Strategy #bestpawforward

Discover how the integration between #Redtail and Income Lab can transform your retirement planning process. Join us in tomorrow's webinar to: ?? Streamline client data management ?? Generate accurate income plans ?? Deliver personalized advice more efficiently ?? See the platforms in action during a live demo ? Learn about exciting new integration features! Don't miss it! ?? Save your seat: https://bit.ly/3ME4nhT

Say ?? to August's winners of our #BestPawForward Photo Challenge... ???? Congratulations to Lila, Smuckers, and Stanley! (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!?

Get Ready, Texas, Align U is hitting the road and will be in Dallas on November 12-13. Registration is now open! If you’re ready to learn how to better use Orion, Redtail, or both, don’t miss the chance to attend Align U. https://bit.ly/4dNxCLn

?? Ready to take your office paperless? Join us on September 5th at 1 PM CT for our #RedtailImaging Overview webinar! Learn how to efficiently manage your documents, centralize client content, and seamlessly integrate with your Redtail CRM. With features like Bulk Upload, an all-new archive section, and drag-and-drop functionality, managing your documents has never been easier. ?? Whether you’re looking to streamline operations or ensure compliance, Redtail Imaging is the tool you’ve been searching for. Don’t miss out on this opportunity to transform your document management process! ?? Register now and start your journey to a paperless office: https://lnkd.in/gQRWWeWx

Long weekend plans ?? ?? Dog: Sadie Brown from Plan Well Live Well

? Join tomorrow's webinar to learn how to harness the power of data within your Redtail CRM to identify the leads most likely to convert, making your outreach more efficient and effective. ?? Date: Tuesday, August 27, 2024 ?? Time: 12 PM CT Don’t miss this chance to elevate your business with smarter, data-driven strategies! ?? Register now: https://lnkd.in/gevwusUy

Are you looking to streamline your client outreach? Join us on August 29th at 1:00 PM CT for our #TrainingTips webinar, where we'll explore the power of Broadcast Email in #RedtailCRM. You'll learn how to send personalized emails to your entire contact list effortlessly and make every interaction count. Whether you're looking to announce a new service, share important updates, or simply stay in touch, Broadcast Email has you covered. Don't miss out on tips and tricks to maximize your email campaigns. ?? Register now! https://lnkd.in/gEdRQCxp

?? Redtail Technology is excited to join the Mobile Assistant Partner Spotlight Series! Our own Rick Williamson will team up with Mobile Assistant’s CEO, Corey Westphal, to explore how replicating processes and integrating structured workflows can elevate #ClientEngagement. ?? Don’t miss it—join us on Tuesday, August 27th! ?? https://bit.ly/46UqSsq

Emotion is inevitable but how we approach it can either help or hinder our financial lives.