LIVE Webinar Schedule

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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

Redtail Speak Overview Demo (30 min)
LIVE Every Monday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
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
 
30 Minute QuickStart (30 min)
LIVE Every Wednesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date

Weekly Training Webinars

 
September 21: Best Practice Partner Spotlight: fpPathfinder
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
 
September 23: Redtail Essentials: Broadcast Email
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
 
September 28: Practice Management Takeover with Adam Cmejla founder of Integrated Planning & Wealth Management
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
 
September 30: Trainer Chat with Redtail DevOps
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
 
October 6: New Partner Spotlight - Plain Wealth
10:30am PACIFIC / 11:30am MOUNTAIN / 12:30pm CENTRAL / 1:30pm EASTERN
Registration Link:
 
October 7: Redtail Essentials: Seminars
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
 
October 12: Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
 
October 14: How to Handle Prospecting - Part 1
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
 
October 21: How to Handle Prospecting - Part 2
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
 
October 28: Redtail Essential: Mail Merge
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
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