Redtail News January 2024: Fuel Your Advisor Journey

Fuel your growth in January— and beyond! [Fuel your growth in January— and beyond!] [Redtail Technology]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Redtail News January 2024 [Happy New Year!] Cheers to a Brand New Year! We hope you had a joyous and safe holiday season filled with magic and love. We're so thankful to you for an amazing 2023 and are enthusiastic for the year ahead. We can't wait to see what 2024 brings! Wishing you all the happiness and success the new year has to offer. [RTU LIVE 2024]( Save the Stardate: Redtail University LIVE 2024 That’s right, Redtail University LIVE is back to help launch your office into the stratosphere by making sure your team has the right stuff to succeed, and to help you better understand the out-of-this-world technology and processes that financial professionals need in order to help their clients feel like they’re sailing through the stars! Learning the ins and outs of your CRM is one of the most valuable investments your office can make. Our various Redtail University LIVE events give you the chance to learn the best ways to use one of the most essential tools in your office using case studies, real-world applications, fun activities, and face time with Redtail Trainers and more from our team. We’re excited to kick off our 2024 season with a PreCon RTU in conjunction with the T3 Conference in Las Vegas on January 22nd. Registration is now open! [RTU LIVE 2024 Schedule]( [Orion Ascent registration open]( Experience Orion Ascent in Sunny San Diego! 📅 When: March 12, 2024 - March 15, 2024 📍 Where: Marriott Marquis San Diego Marina, San Diego, CA 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. Here are some of the things you can look forward to at Ascent 2024: - 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 [Register Today]( [Redtail CRM]( New Features Coming Soon to Redtail CRM! We're on the brink of unveiling two exciting features available only in the Redtail Growth Plan. While we're keeping the specifics under wraps, we can confirm that managing your email history and calendar appointments will soon become easier than ever before. Stay tuned for the big reveal! [Try our chat!]( Get Quick Solutions – Try Our Chat Feature Now! We know your time is valuable, and waiting for support can be frustrating. That’s why we’re excited to tell you our 30-day average speed of answer when choosing to chat with us is just over 1 minute! 💥 For faster service, use our chat feature! [Learn More]( 📰 In the News Why The Investment Problem Is Easier To Solve Than The Investor Problem Hear from Dr. Daniel Crosby how advisors can use behavioral finance to help clients capture higher returns on their investments. [Read here >]( What's New in Integrations? [FDC Plan on Purpose logo]( FDC Plan on Purpose allows you to review specific planning topics with your client and check off items that have been addressed and completed. This is a straight forward interactive tool that displays to your clients the full value of working with you. [Learn more >]( [Tag Inbox logo]( TagInbox’s premier web app is crafted for financial professional firms aiming to overcome the challenges of email overload. Their intuitive platform streamlines communication, promoting a more efficient, organized, and responsive email environment. [Learn more >]( Redtail's Best Paw Forward Photo Challenge Winners Iggy, Callie, and Finn are our December winners and will be featured on your CRM login pages for the month of January! Click below to see the winners and the other contenders from December. [Challenge details available here](. [View Winners and All Contenders]( Get CE Credits on the Go with 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. Did you know the Orion Advisor Academy is mobile-friendly, and even has an app? Get your CE credits while you’re on the go! [Visit the Academy now!]( Upcoming Webinars [view all Redtail >]([view all Orion >]( How To Tackle Data Clean Up - Thursday, January 4, 11:00am Pacific [Learn more >]( Building Your Tech Stack - Asset-Map - Tuesday, January 9, 10:00am Pacific [Learn more >]( Redtail Essentials: Manage Your Account - Thursday, January 11, 11:00am Pacific [Learn more >]( Building Your Tech Stack - GReminders - Tuesday, January 16, 10:00am Pacific [Learn more >]( Tour Of the Contact Record - Thursday, January 18, 11:00am Pacific [Learn more >]( Practice Management Takeover with Jennifer Goldman - Tuesday, January 23, 10:00am Pacific [Learn more >]( Redtail Essentials: Today Page - Thursday, January 25, 11:00am Pacific [Learn more >]( Building Your Tech Stack - The Meetings Hub - Tuesday, January 30, 10:00am Pacific [Learn more >]( Weekly Product Overview Webinars 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](. [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. 3353-OAT-12/22/2023 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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