Redtail News October 2023: Fuel Your Advisor Journey

Fuel your growth in October — and beyond! [Fuel your growth in October — and beyond!] [Redtail Technology]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Redtail News October 2023 [Orion Ascent registration open]( Ready, Set, Ascent! Registration for 2024 is Live Registration for Ascent 2024 is officially [live]( — now’s your chance to be a part of the most electrifying conference of the year alongside 1,500+ financial advisors, innovators, and industry leaders. Immerse yourself in 3 days jam-packed with exceptional education; hands-on workshops; time and space to truly connect with peers, partners, and prospects; fantastic food and entertainment, and so much more — all under the beautiful San Diego sun. [Register Today]( [T3 Survey is Open]( The 2024 T3/Inside Information Software Survey is Now Live We encourage everyone to share their experiences in this annual survey; it’s a great opportunity to make your voice heard and to help your solutions providers serve you better. [Take the Survey]( [Wealthies winners]( 2023 Wealthies Awards Nominations/Wins Orion was a finalist in eight categories at this year's [Wealthies Awards](, honoring the best companies, people, and organizations that support financial advisor success. We were thrilled and honored to take home the win in four categories: 1) Technology Providers: Unified (All-In-One) Systems, 2) Disruptors: Technology, 3) Technology Providers: Client Onboarding / New Account Opening, and 4) Technology Providers: CRM. You can see all nominees and winners at the link below: [See all winners]( [Orion blog]( Did You Miss These New Resources from Orion in September? - [5 Tactics to Drive CRM Adoption in Your Office]( - [Elevating Advisor-Client Relationships: Asset Bucketing Sparks Dynamic Goals-Based Conversations]( - [10 Benefits of Launching Proposal Generation from Your CRM]( - [Onboarding and the Client Experience: Is Your Tech Stack Helping or Holding You Back?]( [See all posts]( [AI-powered portfolio comparison tool]( Orion’s AI-Powered Portfolio Comparison Tool is Coming Soon! Do you struggle to clearly demonstrate how portfolio changes affect your clients' financial goals? [Problem, solved](. Backed by BeFi and optimized with AI, this first-of-its-kind technology makes it easier and more efficient than ever for you to help your clients understand the direct impact of portfolio changes. Tasks that took multiple people across your firm hours to complete can now be done in one integrated dashboard — all in just a few clicks, giving you presentation-ready portfolio scenarios in a matter of minutes. Launching at Ascent 2024! [Keep Me Updated]( [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 – September 2023]( What's new in integrations? [Financial Seminar Services logo]( Financial Seminar Services specializes in seminar mailings, targeted mailing lists, and digital advertising for financial and insurance professionals. With this new integration, Financial Seminar Services will regularly push comprehensive seminar information to Redtail CRM, enabling users to manage seminar details directly within the CRM. [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: [Dallas RTU]( [Sacramento RTU]( [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!]( Upcoming webinars [view all Redtail >]([view all Orion >]( Financial Advice 3.0: The Future of Financial Advice - Tuesday, October 10, 10:00am Pacific [Learn more >]( How To Handle: Client Death - Thursday, October 12, 11:00am Pacific [Learn more >]( Redtail Essentials: Integrations - Thursday, October 19, 11:00am Pacific [Learn more >]( Tomorrow's Workflow Today: Lightspeed Voice and Redtail - Tuesday, October 24, 10:00am Pacific [Learn more >]( Redtail Essentials: Opportunities - Thursday, October 26, 11:00am Pacific [Learn more >]( Proactive Advice During "Moments That Matter" - Bento + Redtail - Tuesday, October 31, 10:00am Pacific [Learn more >]( Practice Management Power Hour - Tuesday, November 21, 10:00am Pacific We’re excited to invite you to our FIRST EVER Practice Management Panel based on the questions and challenges faced by Redtail CRM users like yourself. Your participation and input are essential in making this webinar as valuable and informative as possible. To ensure that our content in the Practice Management Power Hour aligns with your needs, we invite you to share your thoughts with us ahead of this event through our brief survey. [Learn more >]( [Take brief survey]( 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. At any point, you can use the link at the bottom of any of our newsletters to opt out from future mailings. 2748-OAT-10/3/2023 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. 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