Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our June 2023 newsletter, delivered today to subscribers, includes information on Redtail Plans, an Orion Stacks summer promotion, open registration links for two upcoming RTU events, and more! Even if you aren’t a subscriber though, you can still check out the June issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

1544-OAT-6/6/2023

Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our May 2023 newsletter, delivered today to subscribers, includes information on Orion’s new website launch, open registration links for two upcoming RTU events, a new Manage Your CRM series post, new integrations, and more! Even if you aren’t a subscriber though, you can still check out the May issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

1235-OAT-5/2/2023

SACRAMENTO, Calif, July 14, 2021 /BUSINESS WIRE/ (original press release here)  — After more than a year of successful RTU Online training sessions for Redtail Technology users, those interested in attending these entertaining, educational offerings in person can get ready to mark their calendars. Redtail University Live is returning in 2022, led by the company’s new Director of Training, Rick Williamson – better known as the charismatic, dynamic financial advisory CRM guru “Ricky Redtail.”

Rick, who was previously Managing Training Team Lead at the fintech company, has been given his own department to lead after a decade of dedicated service in training. Redtail is focusing more deeply on providing its lauded customer service and educational content to advisors in whichever manner suits each individual best, whether that be via video, in-person training, documentation/blog, or virtual experience.

“One of the things that has set Redtail Technology’s training sessions apart from others is that we creatively tap into pop culture in ways that we can take a seemingly complex topic and make it relatable,” Rick said. “Using popular movies like Back to the Future as a theme and inserting references to that theme throughout makes the information we share more familiar while also making it stick with a person longer.”

Rick and his team led a dozen RTU Online sessions since March of last year and have two more slated before the summer’s end. Since Redtail University’s first session in 2008, there have been more than 105 in-person learning opportunities through these events around the country.

Redtail has more than 18 years of experience providing top-notch fintech coupled with renowned customer service; the firm now works with more than 30,000 advisory firms and over 100,000 users.

Keep an eye out for Redtail University 2022 session registration here.

 

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.

SOURCE BUSINESS WIRE

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