Redtail's October Webinar Schedule Inside!

Join us for these upcoming webinars [Join us for these upcoming webinars] [Redtail Logo]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Upcoming Webinars October 2024 [How to take your Redtail to the next level with systems, workflows and technology]( [Practice Management Takeover with Kate Guillen]( How to take your Redtail to the next level with systems, workflows and technology Tuesday, October 8, 10:00am PT / 1:00pm ET [Save my seat]( Building Your Tech Stack Hear about Redtail integrations directly from the source! Join our Integration Partner webinars to discover new tools and learn how to maximize your current integrations. [TrackThatAdvisor logo]( [Building Your Tech Stack - Track That Advisor]( Know and Understand Your Numbers Tuesday, October 1, 10:00am PT / 1:00pm ET New Integration 🚀 [Learn more >]( [Quik! logo]( [Building Your Tech Stack - Quik!]( 3 Secret Ingredients to Elevate Your Customer Experience Tuesday, October 15, 10:00am PT / 1:00pm ET [Learn more >]( [Max logo]( [Building Your Tech Stack - MaxMyInterest]( Helping Your Clients Earn More on Cash in 2024 & Beyond Tuesday, October 29, 10:00am PT / 1:00pm ET [Learn more >]( More upcoming webinars [view all >]( [Redtail Essentials: Manage Your Account]( Thursday, October 3, 11:00am PT / 2:00pm ET [Learn more]( [How To Handle Client Death and Departure]( Thursday, October 10, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Relationships]( Thursday, October 17, 11:00am PT / 2:00pm ET [Learn more]( [How To Handle Employee Departure]( Thursday, October 24, 11:00am PT / 2:00pm ET [Learn more]( [Searching Made Simple]( Thursday, October 31, 11:00am PT / 2:00pm ET [Learn more]( Our live webinars will be hosted by a Redtail Trainer to guide you through the topic and address any questions that may arise. Bookmark our [Upcoming Webinars]( page or follow us on social media to stay up-to-date on our webinars. Still coming up in September [GReminders logo]( [Building Your Tech Stack - GReminders]( Automate Your Annual Review Scheduling with GReminders + Integration Updates Tuesday, September 24, 10:00am PT / 1:00pm ET [Learn more >]( Upcoming webinars from our partners Explore these exciting upcoming and on-demand webinars hosted by our valued partners. Whether we’re participating or simply spreading the word, we believe you’ll find these events valuable and insightful. [Snappy Kraken logo]( [Mastering Affluence Presented By Snappy Kraken]( Proven Strategies To Attract, Win, and Retain High-Value Clients [Watch on-demand >]( [fpPathfinder logo]( [Streamline Client Engagement]( How An Advisor Leverages fpPathfinder & Redtail CRM for Year-Round Efficiency Tuesday, October 8, 10:00am PT / 1:00pm ET [Register now >]( [Orion + DPL logo]( [Streamline Practice Management with Orion + DPL]( Grow Your AUM with Our Integrated Solution Tuesday, October 8, 10:00am PT / 1:00pm ET [Register now >]( Access Redtail CRM anywhere [Redtail CRM - App Store]( [Redtail CRM - Google Play]( Stay in touch! [redtailtechnology.com]( | 800-206-5030 [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( [Shield Icon] Privacy is important to us; therefore, we will not sell, rent, or give your name or address to anyone. At any point, you can use the link at the bottom of any of our newsletters to opt out from future mailings. 2383-OAT-9/16/2024 Share this email: [Email]( [Twitter]( [Facebook]( [LinkedIn]( [Manage]( your preferences | [Opt out]( using TrueRemove® Got this as a forward? [Sign up]( to receive our future emails. View this email [online](. [3131 Fite Cir Sacramento, CA | 95827-1801 United States](#) [This email was sent to {EMAIL}. To continue receiving our emails, add us to your address book.]({EMAIL}) [powered by emma](