Training Sessions
Take a look at some of our upcoming training as well as view sessions that have happened previously. All webinars are presented in the latest version of the Redtail CRM, currently known as Project Tailwag.
Recorded LIVE Webinars
- ★ LIVE Webinar Schedule
- How To Prepare for the Wealth Transfer [18:01]
- Redtail Essentials: Accounts [26:19]
- Redtail Essentials: Integrations [19:07]
- Redtail Essentials: Relationships [26:06]
- How to handle cancelled appointments [24:24]
Tutorials
- After the Import Training [32:45]
- Navigation, Users & Teams [10:41]
- Database Lists and the Contact Record [23:53]
- Calendar & Activities [10:52]
- Site Preferences & Integrations [9:17]
- Broadcast Email [14:39]
Best Practice Webinar Series
- ★ Ask a Trainer Series
- ★ Business Development Series
- ★ Workflow Series
- ★ Seminars: World-Class Experience (Dec 2017)
- Using Redtail Speak and NexGen Workflows - AdvisorTouch (Formerly Fox Financial Planning Network) [43:11]
- Practice Management Spotlight with FA Match - Passive vs. Active Recruiting [29:26]
Integration Partner Webinars
- Best Practice Partner Webinar - Lead Pilot [21:21]
- New Partner Spotlight - Timeline App [24:40]
- An Intimate Conversation with Riskalyze and Redtail CEOs
- Best Practice Partner Webinar - MobileAssistant [49:57]
- New Partner Spotlight - AdvicePay [25:09]
- Best Practice Partner Webinar - CopyTalk [15:16]