Simplicity Operations Management Archives - Redtail Technology Fri, 08 Oct 2021 18:32:43 +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 Simplicity Operations Management Archives - Redtail Technology 32 32 Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12 https://corporate.redtailtechnology.com/practice-management-takeover-with-kate-guillen-founder-of-simplicity-operations-management-on-oct-12/ Fri, 08 Oct 2021 17:04:23 +0000 https://redtail.flywheelsites.com/?p=49570 Adapting processes for in-person and virtual meetings. Join us for this Practice Management Takeover on October 12.

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Practice Management Takeover webinar with Kate Guillen

ABOUT this webinar
Topic: Adapting processes for in-person and virtual meetings
Description: Learn best practices, tips, and tricks for delivering your desired client experience for both an in-person and virtual environment.

During this webinar you will learn, how to:

  • Craft your ideal client experience
  • Use Redtail’s workflows to standardize the process and efficiently execute your desired client experience
  • Tailor and track the processes based on the client’s preference for in-person or virtual meetings

Register now for this webinar on October 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 Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12 appeared first on Redtail Technology.

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