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

ABOUT this webinar
Topic: Why Advisors Need to Have a Solution for Held-Away Cash

Description: Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.

Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.

Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Register now for this webinar on May 16 at 10:00 am Pacific.

You can also read a recent guest post from Ben Cruikshank, President of Flourish, here.

1309-OAT-5/10/2023

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

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

In May of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Financial Planning categories.

Advisor Tools

In a May 16th Building Your Tech Stack webinar with Flourish, we’ll be covering:

Why Advisors Need to Have a Solution for Held-Away Cash

Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.

Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.

Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Register now for this webinar on May 16th at 10:00 am Pacific.

Financial Planning

In a May 30th Building Your Tech Stack webinar with Income Lab, we’ll be covering:

Enhance Client Experience and Efficiency with Retirement Management Software

Register now for this webinar on May 30th at 10:00 am Pacific.

1211-OAT-5/1/2023

ABOUT this webinar
Topic: Redtail + Holistiplan = 2023 Year of Tax Planning

Description: Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.

Register now for this webinar on April 25 at 10:00 am Pacific.

1116-OAT-4/20/2023

ABOUT this webinar
Topic: Revolutionize Your Process Management with Orion and Redtail

Description: Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships.

Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors.

Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.

Register now for this webinar on April 18 at 12:00 pm Pacific.

1050-OAT-4/14/2023

ABOUT this webinar
Topic: Redtail + Finpace = Speed and Precision

Description: Finpace was built to automate what slows advisory firms down. Back-office workflows around prospect/client outreach, data gathering, data input and maintenance are some of the biggest bottlenecks that most advisory teams/firms won’t readily admit to.

Compliance around these tasks, along with customer engagement, is also tedious and stress-inducing. Finpace does all the heavy lifting for an advisory firm in these areas so they can focus on more profitable work or more time to do as they please.

Register now for this webinar on April 18 at 10:00 am Pacific.

1052-OAT-4/14/2023

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

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 April 2023 newsletter, delivered today to subscribers, includes information on the latest T3 survey results, some great podcast recommendations for Redtail/Orion users, new integrations, and more! Even if you aren’t a subscriber though, you can still check out the April issue here.

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

0955-OAT-4/4/2023