Advisor Websites & Redtail CRM Educational Series (February 2015 Series)


Whether you're a new user to Redtail CRM or have been with us for years, our commitment to building strong integrations with other leaders in the advisor tech space was likely at least one of the reasons you chose Redtail as a core solutions provider. As part of that commitment, we are excited to present a great educational series of webinars with Advisor Websites.

This five-part series continues on with one session per month through February of 2015. The focus throughout will be on how you can use your CRM and website as complementary tools in order to strengthen your client relationships, increase referrals and convert leads.

You can view any of the previous sessions by clicking on their name below.

October 29, 2014 - Your Website and CRM: A Symbiotic Relationship

November 12, 2014 - What Referrals Want 

December 9, 2014 - Generating Leads Online

January 13, 2015 - Sealing The Deal: Turning Qualified Leads into Clients 

February 17, 2015 - 3 Proven Ways to Build Strong, Happy Client Relationships 


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