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
- ★ Tailwag: Putting the GREAT in Migrate! [41:01]
- Tour of the contact record [August 17th]
- Client Review Part 2: Post- Review [August 10th]
- Client Review Part 1: Preparation [35:56]
- Accounts - It’s Where The Money Is! [31:11]
- Best-Practice Part 2: Day-to-day Habits [28:40]
- Best-Practice Part 1: Your Front-End Work [27:04]
- DOL Ruling and Redtail To the Rescue [29:40]
- Virtual To-Do List- Calendar and Syncing [40:57]
- Stood Up: Client Gets Cold Feet [14:05]
- The Reason and Rewards to Roles [23:32]
- Felony Free - Post Madoff [29:25]
- No Taxation Without Representation [31:01]
- Crank up Consistency with a Style Sheet [33:09]
- Millennials and Following the Money [27:03]
- Catering to Your Female Clientele [27:45]
- No Coal For You: Rewarding Great Clients [25:02]
- Taking A Break: Handling Vacations in Your CRM [11:48]
- 'Tis the Season: Staying Mobile During the Holidays [26:24]
- Celebration Time: Tracking What’s Important to Your Clients [19:56]
- The Customer Experience - Using Redtail to Make an Impression [32:11]
- Permission THIS - Permissions and Privacy Options in Redtail [14:52]
- Did I Do that? - Productivity in your CRM [20:54]
- Right Your Ship - Diving into Notes and their Categories [11:32]
- "Dear Valued Customer" - Personalize Your Mailings [19:51]
- Happy Birthday! Best Practices for Recognizing that Special Day! [21:39]
- Find Your Niche - Segment Your Book in Redtail [20:00]
- Client Reviews - Your Secret Sauce! [25:18]
- RMDs in Redtail - Keep Out of the Penalty Box [20:56]