Best Practice Partner Webinar: Mobile Assistant [21:14]


Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

Note taking should be simple. Mobile Assistant is the professional, human dictation service designed for financial advisors to accurately capture client meeting notes. Be one of the first advisors in the country to see a demo of their new soon to be released mobile app, Talk It, that includes a cutting-edge Assistant template guide, and learn how the service can streamline your note taking process with their powerful Redtail integration. Free trial at

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