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
- ★ Tailwag: Putting the GREAT in Migrate! [41:01]
- Best-Practice Part 2: Day-to-day Habits [July 20th]
- Best-Practice Part 1: Your Front-End Work [July 13th]
- DOL Ruling and Redtail To the Rescue [29:40]
- Virtual To-Do List- Calendar and Syncing [40:57]
Tutorials
Best Practice Webinar Series
- ★ Automate Away! (June 2017 Series)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- ★ The Workflow Workshop (March 2017 Series)
- Practice Management Spotlight Featuring Jeff Rose [50:59]
- Using Workflows Presented by Adam Cmejla [37:08]
- The CONNECTED Advisor (2016 Practice Mgmt Series)
Integration Partner Webinars
- Client Data: Difference Between Good and Great [37:12]
- Impress Clients this Tax Season with RightCapital [20:11]
- Systemizing Client Touches by Fox Financial [1:07:08]
- Automate Your Marketing in 2017 with FMG Suite [26:07]
- Meet a Higher Fiduciary Standard with Morningstar [47:56]
- Get a Clear Snap of Your Clients with Panoramix [19:07]