Redtail News February 2024: Fuel Your Advisor Journey

Fuel your growth in February — and beyond! [Fuel your growth in February — and beyond!] [Redtail Technology]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Redtail News February 2024 [Orion Ascent registration open]( Last Chance: Register for Ascent 2024! Time is running out to register for Ascent 2024! Called a “best conference for financial advisors” by Michael Kitces¹ + highlighted by Investopedia² as a 2024 conference to attend, you don't want to miss this year's exceptional content, including a full track dedicated to Redtail CRM users and aficionados; hands-on workshops; unparalleled opportunities to connect with peers, partners, and prospects; fantastic food and entertainment, and so much more — all under the beautiful San Diego sun. Register by February 12th to save your seat! ⭐ Registration closes on February 12th. Use code ASCENT2024 for $100 off! ⭐ [Register Now]( [Suite Sync Webinar]( Suite Sync for Email, Calendar, & Contact Syncing The latest enhancement to the Redtail Growth Plan, designed exclusively for Redtail CRM users, is available now! Suite Sync was designed to seamlessly sync your calendar, email messages, and contacts between Redtail CRM and Office 365, and we’d like to invite you to give it a try! View setup instructions [HERE](. Join us for a webinar to learn how Suite Sync can simplify the way you manage and stay connected across your platforms. Seamless, efficient, and ready to transform the way you work! Get your questions answered in real time. 📅 Date: Wednesday, February 07, 2024 ⏰ Time: 10am PT / 1pm ET [Register for Webinar]( [RTU LIVE 2024]( RTU LIVE 2024 - Where Discovery Meets Innovation That’s right, Redtail University LIVE is here to help financial professionals from every corner of the galaxy in making sure that you become experts on the instruments in your spacecraft and have a perfect flight plan to build cosmic connections with your clients! 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. Coming soon to a city near you! [RTU LIVE 2024 Schedule]( What's New in Integrations? [Intulse]( Intulse has rolled out some fantastic updates to the already beloved VoIP integration. You can now create new Redtail contacts from unknown numbers or add new numbers to existing contacts. Also, if auto logging of calls has been selected as the default for the organization, you now have the option to exclude the automatic logging of calls for specific users. [Learn more >]( Redtail's Best Paw Forward Photo Challenge Winners Biscotto, Tucker, and Cally Mae are our January winners and will be featured on your CRM login pages for the month of February! Click below to see the winners and the other contenders from January. [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. In 2024, we’re ready to amp things up with more content from Orion plus the opportunity to learn from some of our amazing industry partners. We’ll also be bringing new continuing education credits to the platform in ways you’ve never seen before. 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 Prepare for Client Reviews - Thursday, February 1, 11:00am Pacific [Learn more >]( Building Your Tech Stack - PlanTechHub - Tuesday, February 6, 10:00am Pacific [Learn more >]( Tag Groups VS Keywords VS UDFs - Thursday, February 8, 11:00am Pacific [Learn more >]( Practice Management Takeover with Katherine Beltran - Tuesday, February 13, 10:00am Pacific [Learn more >]( Redtail Essentials: Integrations - Thursday, February 15, 11:00am Pacific [Learn more >]( Practice Management Takeover with Lacey Shrum - Tuesday, February 20, 10:00am Pacific [Learn more >]( How To Handle Cancelled Appointments - Thursday, February 22, 11:00am Pacific [Learn more >]( Building Your Tech Stack - Andes Wealth Technologies - Tuesday, February 27, 10:00am Pacific [Learn more >]( Redtail Essentials: Advanced Search - Thursday, February 29, 11:00am Pacific [Learn more >]( Weekly Product Overview Webinars Redtail Speak Overview Demo - Every Second Monday of Month at 11:00am Pacific [Learn more >]( Redtail Imaging 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. ¹Source: [The 10 Best Financial Advisor Conferences To Attend In 2024](, Kitces.com, 2023. ²Source: [2024 Industry Conferences for Financial Advisors](, Investopedia, 2023. 0238-OAT-1/31/2024 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](