Redtail News September 2023: Fuel Your Advisor Journey

Fuel your growth in September — and beyond! [Fuel your growth in September — and beyond!] [Redtail Technology]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Redtail News September 2023 [Orion blog]( Did You Miss These New Resources from Orion in August? - [Fuel Your Advisory Practice with Orion's Integrated Technology Content Bundle]( - [More Than a Tech Provider: How Orion’s Partnership Helps Fuel Growth for Capital Advisors (Case Study)]( - [Beyond Algorithms: The Role of Empathy (and Behavioral Finance) in Financial Advisory]( - [Use CRM Data to Spark New Engagement Strategies]( - [Does Your Tech Stack Accommodate Needs and Expectations Across Generations?]( - [Now's the Perfect Time to Get Your Compliance Life in Order]( - [Tech-Driven Vigilance: How Cutting-Edge Solutions Safeguard Against Share Class Violations in Client Oversight]( [See all posts]( [Orion Podcasts]( Fuel your journey with these recent Orion podcast episodes Across Orion's family of podcasts, each month you'll find a ton of great audio content to inform, inspire, and/or delight you on your journey as an advisor. We invite you to check out what's been up for discussion on recent episodes today. [Orion Podcasts – August 2023]( What's new in integrations? [Optivice logo]( [Optivice]( is an all-in-one debt management solution for advisors. This new two-way integration enables advisors to import their Redtail contacts to Optivice and pull credit score information for those clients from Optivice to Redtail. [Learn more >]( [RingCentral logo]( [RingCentral]( is a leading global provider of cloud-based business communications and collaboration solutions that seamlessly combine phone, messaging, video meetings, and contact center. This new integration embeds a fully functional webphone into Redtail and helps keeps Redtail and RingCentral in sync by automatically logging calls in Redtail, prompting agents for call disposition, adding notes, and more. [Learn more >]( [Wealth.com logo]( [Wealth.com]( is the industry’s leading estate planning platform. This new integration populates pre-defined UDFs in Redtail with data from Wealth as well as triggering notes on contact records in Redtail based upon certain actions taken within the Wealth platform. [Learn more >]( [RTU 2023]( Redtail University LIVE seats still available Don't let this educational feast go cold! Seats are still available for these upcoming Redtail University Live stops! Don't miss your chance to learn the best ways to use one of the most essential tools in your office. Click an event below to secure your seat now for these upcoming locations: [Nashville RTU]( [Dallas RTU]( [Sacramento RTU]( [Nashville registration]( [Dallas registration]( [Sacramento registration]( Fulfill All of Your Annual CE Requirements Through Orion Advisor Academy Built on the research and insights of Dr. Daniel Crosby, [Orion Advisor Academy]( is designed to help you achieve your CE requirements with weekly reporting to CFP and IWI, all at no cost to you. And, with the recent addition of a CFP Ethics course, CFP Professionals are now able to fulfill all of their annual CE requirements through Orion Advisor Academy. [Visit the Academy now!]( [Behavioral Finance]( [Best Paw Forward August winners]( Redtail's Best Paw Forward Photo Challenge August winners Olive, River Rose, and Chloe are our August winners and will be featured on your CRM login pages for the month of September! Click below to see the winners and the other contenders from August. [Challenge details available here](. [View winners and all contenders]( Upcoming webinars [view all Redtail >]([view all Orion >]( State-of-the-Art Risk and Onboarding Platform - Andes Wealth Technologies + Redtail - Tuesday, September 5, 10:00am Pacific [Learn more >]( Redtail Essentials: Calendar - Thursday, September 7, 11:00am Pacific [Learn more >]( Practice Management Takeover with Charesse Spiller - Tuesday, September 12, 10:00am Pacific [Learn more >]( How To Prepare for Wealth Transfer - Thursday, September 14, 11:00am Pacific [Learn more >]( Redtail Essentials: Relationships - Thursday, September 21, 11:00am Pacific [Learn more >]( Processing Forms Is Easier With Redtail! - Quik! + Redtail - Tuesday, September 26, 10:00am Pacific [Learn more >]( How To Prepare for Client Reviews - Thursday, September 28, 11:00am Pacific [Learn more >]( Redtail Campaigns Overview Demo - Every First Monday of Month at 11:00am Pacific [Learn more >]( Redtail Speak Overview Demo - Every Second Monday of Month at 11:00am Pacific [Learn more >]( Redtail Imaging 2.0 Overview Demo - Every Third Monday of Month at 11:00am Pacific [Learn more >]( Redtail CRM Overview Demo - Every Tuesday at 11:00am Pacific [Learn more >]( New User Intro - Every Wednesday at 11:00am Pacific [Learn more >]( Our webinars are free to users. Bookmark Redtail's [Upcoming Webinars]( page or follow us on social media to stay up-to-date on our upcoming webinars. [Bookmark Orion's Events page here](. Upcoming conferences Redtail has representatives available at many industry conferences throughout the year. Check out those we plan to attend in the coming months - we'd love to connect with you if you're in attendance as well. [View upcoming conferences]( [More advisor resources from Orion]( Looking for more ways to grow your business and deepen your advisor-client relationships? Sign up to stay up-to-date on the newest ways to grow and scale your business from Orion. [Sign up now!]( Access Redtail CRM anywhere [App Store]( [Google Play Store]( 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. 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