Redtail News November 2023: Fuel Your Advisor Journey

Fuel your growth in November — and beyond! [Fuel your growth in November — and beyond!] [Redtail Technology]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Redtail News November 2023 [Orion Ascent registration open]( This Year's Ascent is All About YOU! Be part of the most electrifying conference around and find out why Orion Ascent was named a "best conference for financial advisors to go home to your community" by Michael Kitces.* Here’s everything you can look forward to at Ascent 2024 – secure your seat today: - 50+ Advisor-led sessions, killer keynotes, deep-dive workshops and more (including a full track dedicated to Redtail CRM!) to fuel your growth and keep you on the cutting edge of the industry - 30+ industry-leading speakers that will inspire you to innovate, disrupt, and win — for yourself and your clients - 10+ CE credit hours across the educational sessions — from practice management and BeFi to operational efficiency and scalable growth - Next-level networking plus surprise & delight moments with your peers, partners, and the entire fintech community designed to spark fresh ideas and create powerful connections - Plus! Exclusive sneak peeks at everything exciting upcoming at Orion [Register Today]( [Customer Service Enhancements]( Customer Service Enhancements At Redtail, we are committed to providing you with the best possible service and ensuring that your experience with us exceeds your expectations. We have been actively listening to your feedback and are dedicated to making improvements that matter most to you. As part of our ongoing commitment to customer satisfaction, we want to inform you of some exciting changes happening in our Customer Service Department. [Learn More]( [Speak AI Assistant Auto-Complete]( AI Assistant Auto-Complete - Type Less, Say More! In May 2023, we introduced an AI assistant for Redtail Speak, streamlining your communication with suggested replies to incoming messages. Today, we're thrilled to announce an auto-complete enhancement for the AI assistant. [Learn More]( [Redtail Imaging]( Highly Requested Feature Coming Soon! We've been listening closely to your feedback, and we're excited to announce that one of the most highly requested features is on its way. Stay tuned - we can't wait to share more details with you soon! [RTU Sacramento]( Redtail University LIVE Seats Still Available Don't let this educational feast go cold! Seats are still available for Redtail University Live in Sacramento on November 16th! Don't miss your chance to learn the best ways to use one of the most essential tools in your office. Click below to secure your seat now for the last RTU LIVE event of the year! [Save Your Seat for RTU LIVE in Sacramento]( What's New in Integrations? [Annuities Genius logo]( Annuities Genius provides annuity illustration software for financial advisors and annuity agents. The platform saves time, increases sales, and builds trust through a more efficient and client-centric approach to annuity sales. [Learn more >]( [Altruist logo]( Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app. [Learn more >]( Redtail's Best Paw Forward Photo Challenge October Winners Miss Brie, Trevi, and Louie, Kevin, and Bodey are our October winners and will be featured on your CRM login pages for the month of November! Click below to see the winners and the other contenders from October. [Challenge details available here](. [View Winners and All Contenders]( 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 >]( Redtail Essentials: Manage Your Account - Thursday, November 2, 11:00am Pacific [Learn more >]( Practice Management Takeover with Amanda Jarvis - Tuesday, November 7, 10:00am Pacific [Learn more >]( Ask a Trainer - Thursday, November 9, 11:00am Pacific [Learn more >]( Tax Foundations: Tax-Efficient Portfolios with BlackRock - Thursday, November 9, 11:00am Pacific [Learn more >]( Practice Management Power Hour - Tuesday, November 21, 10:00am Pacific [Learn more >]( Building Your Tech Stack - Mobile Assistant - Tuesday, November 28, 10:00am Pacific [Learn more >]( How to Handle Cancelled Appointments - Thursday, November 30, 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. At any point, you can use the link at the bottom of any of our newsletters to opt out from future mailings. *Source: The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023, Kitces.com, 2023. 2970-OAT-10/30/2023 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. 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](