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Ask a Trainer Series

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Do you have questions about best practices or how to use the CRM in specific scenarios? This unique opportunity allowed users to ask question to Redtail trainers live. Whether you have questions or want to hear what other advisors are doing, tune in to Ask a Trainer!

 

 March 12, 2020

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 September 5, 2019

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 March 28, 2019

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