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]
- Workflows: Onboarding Prospects [September 21st]
- Moving Data: The More you Know! [September 14th]
- Email: To Infinity and Beyond! [September 7th]
- Redtail CRM Preferences! [23:49]
Tutorials
Best Practice Webinar Series
- ★ Automate Away! (June 2017 Series)
- ★ Thrive In Five: Prospecting With Redtail (2017 Series)
- ★ The Workflow Workshop (March 2017 Series)
- Multi-Gen Series w/ Maureen Wilke Presented by FMeX
- Practice Management Spotlight Featuring Jeff Rose [50:59]
- Using Workflows Presented by Adam Cmejla [37:08]
Integration Partner Webinars
- Wealth Transfer with LifeSite and Paul Karasik [48:13]
- 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]