Orion Tech New User Series Resources

Tech Training Webinars

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Upcoming

Opperational Efficiency

Advisor Tech

Webinar

Eclipse Equivalents, Alternates, and Exclusions: A Breakdown
September 9, 2025
12:00 PM (CST)
The most common question I get as an Eclipse consultant is...
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Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit, Queries, and Reporting
September 11, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
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Opperational Efficiency

Advisor Tech

Webinar

From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
September 16, 2025
12:00 PM (CST)
What if your CRM could actually listen? In this session, we...
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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
September 4, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
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Opperational Efficiency

Advisor Tech

Webinar

Orion Feature Spotlight: The Performance Team Tells All
August 28, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Watch Now
Opperational Efficiency

Advisor Tech

Webinar

Orion New User Series: Enhancing Client Engagement
August 21, 2025
2:00 PM (CST)
Jumpstart your journey with Orion by joining our New User...
Watch Now

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Redtail University 2025 

At Redtail University, you and our expert trainers work hand-in-hand to understand the ins and outs of your Redtail tech so that you can transform it into the ultimate storytelling tool for your office.

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