holidays Archives - Redtail Technology Tue, 07 Dec 2021 17:39:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.3.1 https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/cropped-favicon-32x32.png holidays Archives - Redtail Technology 32 32 Read Redtail’s December 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-december-2021-newsletter/ Tue, 07 Dec 2021 17:39:48 +0000 https://redtail.flywheelsites.com/?p=52282 Read our December newsletter for our Holiday Resources guide, CRM tips during the Great Resignation, info on Managing your CRM, new integration information, and more . . .

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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 December 2021 newsletter, delivered today to subscribers, includes a link to a recent article by our CEO on making the best use of your CRM during the Great Resignation, Redtail’s Holiday Resources guide, the November winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, a new entry in the How to Handle series from our Training Team, a new integration, and more! Even if you aren’t a subscriber though, you can still check out the December issue here.

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

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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Read Redtail’s November 2021 newsletter https://corporate.redtailtechnology.com/read-redtails-november-2021-newsletter/ Tue, 02 Nov 2021 16:55:58 +0000 https://redtail.flywheelsites.com/?p=50630 Read our November newsletter for our Holiday Resources guide, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and more . . .

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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 November 2021 newsletter, delivered today to subscribers, includes a link to Redtail’s Holiday Resources guide, the October winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, a new entry in the How to Handle series from our Training Team, two new integrations, and more! Even if you aren’t a subscriber though, you can still check out the November issue here.

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

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

The post Read Redtail’s November 2021 newsletter appeared first on Redtail Technology.

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Use Redtail CRM as a resource for your client outreach this holiday season! https://corporate.redtailtechnology.com/use-redtail-crm-as-a-resource-for-your-client-outreach-this-holiday-season/ Fri, 29 Oct 2021 16:01:45 +0000 https://redtail.flywheelsites.com/?p=50496 Visit our updated Redtail CRM Holiday Resources guide for features and integrations you can use to assist with holiday outreach this season!

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During the 2020 holiday season we put together a Redtail CRM Holiday Resources guide to provide you with an overview of the many ways you can use Redtail CRM to assist your office with your holiday season client outreach. That resource goes into some detail about Redtail CRM features as well as marketing integration partner tools that may prove valuable to you in these efforts. You’ll also find some sample templates and video/webinar recorded links on many of these same topics. We’ve updated the post for the 2021 holiday season.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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“It’ll bake off!”: looking back with gratitude and forward with hope https://corporate.redtailtechnology.com/itll-bake-off-looking-back-with-gratitude-and-forward-with-hope/ Tue, 22 Dec 2020 12:28:27 +0000 https://redtail.flywheelsites.com/?p=29007 From each of us here at Redtail, Happy Holidays and Happy New Year to you all! We are so grateful for all the relationships that sustain us!

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Hello, Friends! We hope this post finds you and yours healthy and well!

2020, of course, hasn’t ended up being the year any of us expected, filled as it has been with new challenges and, for many, great losses. Still, perhaps a lesson we should all internalize and use as a springboard moving forward is to be grateful for what we do have and to not sweat the small stuff quite so much.

“Gratitude is a currency that we can mint for ourselves, and spend without fear of bankruptcy.” — Fred De Witt Van Amburgh

Like each of you, we’ve often had to carve out spaces for connection and gratitude this past year in our attempts to maintain our warm company culture while working remotely. While more effort may have been required, we’ve been fortunate to have so many team members who have made it their mission to nurture the camaraderie we’ve all grown to rely so much upon over the years.

We are so thankful for our employees as they have allowed us, through their creativity, their drive, and their dedication, to maintain connection with one another in a hundred different virtual ways. We are so thankful for each of you as well because your ongoing support and your dedication to the clients you serve renews our sense of purpose on a daily basis as we seek new ways to serve you better in support of your business goals.

A recurring weekly message from Redtail CEO Brian McLaughlin to employees this year has been to “do your job well, practice kindness and empathy toward others, love one another, and stay safe!” Hopefully that message resonates with you as well.

The video clip above is just a short bit from a Pizza Preparation Party our very own Curtis Ware Zoom-hosted for everyone at Redtail in November. It was one of those “hundred different virtual ways” we stayed connected mentioned above, ranging from shared Takeout Tuesdays to Egg/Pumpkin/Ugly Sweater Decoration Contests to Scavenger Hunts to Trivia Nights to scores of other virtual get togethers. We included the video clip because Curtis inadvertently demonstrated another message we’ve all embraced this year, which is to prioritize the things that really matter rather than overly sweating the small stuff. Or, as Curtis so succinctly states the latter: “It’ll bake off!”

Happy Holidays and Happy New Year everyone! We appreciate you all and hope the upcoming year offers you ample opportunity for minting gratitude!

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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