Redtail University and Align University Sponsorship Packages

RTU and Align U are interactive educational events designed to help financial advisors master the tools and strategies needed to grow their practices. These events provide hands-on training with Redtail CRM and Orion’s suite of solutions, all within a dynamic learning environment. View the RTU website HERE. View the Align U website HERE. 

Financial advisors, firm decision-makers, and operations professionals looking to enhance their use of Redtail CRM and Orion’s technology solutions. Attendees are engaged professionals eager to implement new strategies and tools.

RTU events are held in various cities across the U.S. throughout the year. Align U is a two-day event featuring both Redtail CRM and Orion technology training. Check the event schedule for specific locations and dates. 

Sponsors can interact with advisors during networking breaks, at their sponsor table, and through dedicated speaking slots. Some sponsorship levels also include participation in panel discussions or branded event elements like cocktail hours.

Yes, sponsors receive a post-event list of attendees, including opt-in contact details, to facilitate follow-ups and continued engagement.
 

Absolutely! Sponsors can include items in the welcome bags and provide high-value prizes for attendee engagement activities, such as quizzes and giveaways.

While each package has predefined benefits, we’re happy to discuss ways to tailor a sponsorship to better fit your goals. 

Sponsorship opportunities are limited. We recommend securing your sponsorship as early as possible to maximize visibility and engagement but a minimum of 4 weeks prior to the actual event. 

Our sponsorship team is happy to discuss options and answer any questions. Click Become a Sponsor to get started!