Upcoming Webinar Sessions
Each of the below live webinars will be hosted by a Subject Matter Expert to guide you through the topic and address any questions that may arise. If you are interested in a particular topic, click the Registration Web Link for that webinar to reserve your seat. Make sure that the date you'd like to sign up for is selected on your registration page! For all previously recorded Redtail CRM sessions, please click here.
Can't focus on webinars or videos? Looking to learn in a live, workshop-style classroom training? Check out everything Redtail University has to offer!
Weekly Product Overview Webinars
Introducing Redtail Speak! (30 min)
LIVE Every Monday
LIVE Every Monday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Redtail CRM Overview Demo (60 min)
LIVE Every Tuesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
30 Minute QuickStart (30 min)
LIVE Every Wednesday
LIVE Every Wednesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Weekly Training Webinars
October 1: Redtail Essentials: Seminars
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
October 6: Best Practice Partner Webinar - Intulse
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
October 7: Best Practice Partner Webinar - AdvisorSteam
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
October 8: How to Handle Prospecting - Part 1
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
October 14: Practice Management Webinar - Derek Notman, CFP
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
October 15: How to Handle Prospecting - Part 2
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
October 22: Redtail Essentials: Mail Merge
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
October 27: Working Together: Black Diamond and Redtail CRM
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
October 29: How to Handle New Employees
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
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