Maureen Wilke Archives - Redtail Technology Fri, 08 Jul 2022 15:17:18 +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 Maureen Wilke Archives - Redtail Technology 32 32 Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two) https://corporate.redtailtechnology.com/practice-management-two-part-takeover-with-maureen-wilke-on-july-12-part-two/ Fri, 08 Jul 2022 15:17:18 +0000 https://redtail.flywheelsites.com/?p=66125 Join Redtail and Maureen Wilke for Part 2 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on July 12.

The post Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two) appeared first on Redtail Technology.

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Practice Management Takeover webinar Maureen Wilke part 2

ABOUT this webinar
Topic: Summer Client Acquisition Strategies
Description: Join Redtail and Maureen Wilke, founder of The CONNECTED Advisor, as they share three timely strategies to acquire new clients this summer.

Summertime can be a challenging time to meet prospects and potential new clients. How would it impact your practice if you got one referral from 5-10 of your top clients? This session integrates with Redtail’s CRM and includes the “how to” steps with templates to connect with clients and COIs for referrals through:

  • A Summer Communications Calendar
  • Successful Summer Events and Workshops – virtual and in-person
  • Beneficiary Updates

You won’t want to miss these valuable strategies with the follow-up templates for easy implementation!

Register now for this webinar on July 12 at 10 am Pacific.

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 Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two) appeared first on Redtail Technology.

]]> Practice Management Two-Part Takeover with Maureen Wilke on June 14 https://corporate.redtailtechnology.com/practice-management-two-part-takeover-with-maureen-wilke-on-june-14/ Fri, 10 Jun 2022 11:33:43 +0000 https://redtail.flywheelsites.com/?p=64672 Join Redtail and Maureen Wilke in Part 1 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on June 14.

The post Practice Management Two-Part Takeover with Maureen Wilke on June 14 appeared first on Redtail Technology.

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Practice Management Takeover webinar Maureen Wilke part 1

ABOUT this webinar
Topic: Summer Client Acquisition Strategies
Description: Join Redtail and Maureen Wilke, founder of The CONNECTED Advisor, as they share three timely strategies to acquire new clients this summer.

Summertime can be a challenging time to meet prospects and potential new clients. How would it impact your practice if you got one referral from 5-10 of your top clients? This session integrates with Redtail’s CRM and includes the “how to” steps with templates to connect with clients and COIs for referrals through:

  • A Summer Communications Calendar
  • Successful Summer Events and Workshops – virtual and in-person
  • Beneficiary Updates

You won’t want to miss these valuable strategies with the follow-up templates for easy implementation!

Register now for this webinar on June 14 at 10 am Pacific.

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 Practice Management Two-Part Takeover with Maureen Wilke on June 14 appeared first on Redtail Technology.

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