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
- Spreading Holiday Cheer [December 6th]
- Redtail Essentials: Email [November 29th]
- Giving Thanks to Loyalty and Referrers! [23:17]
- Redtail Essentials: Family & Memberships [39:27]
- Employer 101 [17:53]
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)
- Double Your Income with Client Events [40:29]
- Workflow and Automation Workshop W/ Fox Financial (May 2018 Series)
- Double Production with Memorable Client Experiences
Integration Partner Webinars
- Practice Management Webinar: FA Client Machine [54:40]
- 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]