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
- Weekend Warriors [October 18th]
- Redtail Essentials: Documents [October 11th]
- Trick or Treat! [October 4th]
- Oops I did it again--Double booking [September 27]
- Redtail Essentials: Automations [September 20th]
Tutorials
Best Practice Webinar Series
- ★ Working Willfully With Workflows [May 2018 Series]
- ★ Seminars: World-Class Experience (Dec 2017)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- Workflow and Automation Workshop W/ Fox Financial (May 2018 Series)
- Double Production with Memorable Client Experiences
- Multi-Gen Series w/ Maureen Wilke Presented by FMeX
Integration Partner Webinars
- Client Note Lifecycle [31:13]
- Best Practice Partner Webinar: FMG Suite [August 7th]
- Best Practice Partner Webinar: Everplans [32:25]
- New Partner Spotlight: RetireUp [34:18]
- Tax Cut and Jobs Act Discussion with Right Capital [36:31]
- Wealth Transfer with LifeSite and Paul Karasik [48:13]