ABOUT this webinar
Topic: Five Fee Management Tips for Business Growth and Risk Mitigation

Description: Do you feel burnt out with your marketing? So many firm owners get marred down in the writing and creation of content to support their marketing strategy. In this webinar, Zoë Meggert, founder of Perfectly Planned Content, is going over how to create a scalable content strategy using “pillar content.”

A recent poll showed 60% of clients ranked “clear and understandable fees” among their most important needs as a client.* Fees are the number one most examined topic for the regulators and the SEC reports most are failing.** Revenue is the #1 necessity of a business. However, most RIAs are ill-prepared to discuss their fees with clients or regulators and see “running billing” as simply a necessary evil. Join Redtail and Lacey Shrum, CEO and Founder of Smart Kx, for an interactive webinar discussing five simple adjustments advisors can make to take control of their firm’s revenue, be prepared to ace a regulator exam, and confidently discuss their fees and value with clients.

Register now for this webinar on May 9 at 10 am Pacific.

1268-OAT-5/5/2023

ABOUT this webinar
Topic: Pillar Content: How To Create a Content Strategy That Scales

Description: Do you feel burnt out with your marketing? So many firm owners get marred down in the writing and creation of content to support their marketing strategy. In this webinar, Zoë Meggert, founder of Perfectly Planned Content, is going over how to create a scalable content strategy using “pillar content.”

You’ll learn:

• How to spend only 10-20% of your total marketing time creating content.
• How to determine what your content “pillars” need to be.
• How to repurpose and recycle pillar content to scale and reach more people!

Register now for this webinar on April 11 at 10 am Pacific.

1000-OAT-4/10/2023

ABOUT this webinar
Topic: Effective delegation: How to leverage your team’s strengths and improve efficiency

Description: Delegation is a vital management skill. But for some, it’s the hardest to put into practice. Join Redtail and Kate Guillen, founder of Simplicity Ops, as they share 3 strategies to improve efficiency in your firm through effective task delegation.

This webinar will focus on providing you with tools for utilizing Redtail to:

• Manage firm tasks.
• Communicate with your team using activities.
• Run reports to measure productivity and your team’s bandwidth.

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

0708-OAT-3/9/2023

ABOUT this webinar
Topic: Accelerate Growth and Scalability using Collaboration Tools

Description: Join Jen Goldman, CFP® and Business Transformer, to see the latest collaboration tools that increase productivity, improve communication and adoption of change.

Key Points: Learn how collaboration increases culture, learning curve, progress, adoption, and produces clarity on each person’s value to the team and business.

Key Tech Ecosystem elements discussed: Business Intelligence, Visualization, Project Management, Core, and CRM

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

0385-OAT-2/9/2023

ABOUT this webinar
Topic: New Year, New Workflow: Templates and Clean Up for a Seamless Client Experience

Description: Let’s build a Workflow together and get your database in good working order for the new year! We’ll clean up, set up, and teach you about the different templates available for your client phases in Redtail CRM. Sign up for a take-home template! Presented by Stephanie Dannebaum of Stephanie Dannebaum Consulting.

Register now for this webinar on January 10 at 10 am Pacific.

0033-OAT-1/6/2023

ABOUT this webinar
Topic: Virtually unite using workflows for a cohesive client experience

Description: The post-COVID work environment has shifted the workplace dynamic for all professions, including financial advice and how advisors deliver that advice to their clients. As firms grow and scale and therefore divide the client service responsibilities, it’s important that “the left hand knows what the right hand is doing.” We’ll demonstrate how to use a variety of client service workflows to give everyone on the team transparency of “who’s doing what, when, and for which client” which eliminates the dreaded intraoffice “reply-all” email or instant messaging system that’s been used in the absence of any proven system.

Register now for this webinar on November 1 at 10 am Pacific.

2045-OAT-10/28/2022

ABOUT this webinar
Topic: Learn best practices for creating a repeatable task management system.

Description: During this webinar you will learn:

The value of utilizing Redtail as the centralized hub for managing tasks
How to create a system for managing client and firm related responsibilities
How to eliminate dropped balls
The benefit of implementing templates to standardize the creation of activities
The best practice for communicating with your team using activities
How to measure productivity and your team’s bandwidth

Register now for this webinar on September 6 at 10 am Pacific.

ABOUT this webinar
Topic: Actions to take your fee process from surviving to thriving
Description: Revenue is integral to your business, but fee calculation processes are manual, stressful, and insufficient. So much so that the SEC recently found most advisors have fee and disclosure inaccuracies, setting themselves up for failure in an exam or client inquiry.

In this webinar, Lacey Shrum, founder of Smart Kx, will go over the tools every financial advisor needs to successfully mitigate risk, ace the most common regulator request, and take control of your firm’s revenue.

Register now for this webinar on August 9 at 10 am Pacific.

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.

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.