Recorded LIVE Webinars
Find yourself saying, "I don't know what I don't know"? These recorded Continuing Education sessions take an in-depth look at a particular topic or area of the CRM.
- ★ LIVE Webinar Schedule
- Hidden Gems in Redtail CRM [July 12th]
- Redtail Essentials: Mail Merge [July 5th]
- DOL and becoming Fee-Based [June 28th]
- Relationships- The R in CRM! [June 21st]
- Redtail Essentials: Reports [June 14th]
- Redtail Essentials: Calendar [June 7th]
- Redtail Essentials: Activities [30:30]
- Keeping Track Of Productivity [29:44]
- High Level Information [20:34]
- Tools that Talk! [12:47]
- RMDs- Stay Out of the Penalty Box! [24:36]
- Loyalty and the Priceless Client [13:26]
- Tough Break - How To Handle Employee Departure [32:03]
- Daylight Savings with Referral Marketing [17:09]
- Multiple Advisors, One CRM [40:58]
- Client Changed Info, What Do I Do Next? [37:13]
- Permeating Permissions [21:12]
- Tag Groups vs. Quicklists [19:13]
- Duplication Obliteration [35:55]
- All in the Family [16:26]
- I Added! Where Did it Go? [22:38]
- Contacts Added Everywhere! [17:13]
- What Do I Do with My Meeting Notes? [24:42]
- 3 Ways to Wish A Happy Holiday [31:53]
- Saying Thank You: Prospecting Events! [22:55]
- Teamwork Makes the Dream Work [22:44]
- Love and Marriage [22:46]
- Stay in the Loop with Redtail! [22:09]
- Where did I put that Document? [11:11]