Orion Tech New User Series Resources

Tech Training Webinars

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On-Demand

Opperational Efficiency

Advisor Tech

Webinar

From CRM to Conversation Intelligence: The Redtail + Zocks Advantage

September 16, 2025
2:00 PM (CST)

1 hour duration

What if your CRM could actually listen? In this session, we...

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Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - Portfolio Audit + Queries & Reporting

September 11, 2025
2:00 PM (CST)

1 hour duration

Ready to unleash the full potential of Orion Connect? Dive...

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Opperational Efficiency

Advisor Tech

Webinar

Eclipse Equivalents, Alternates, and Exclusions: A Breakdown

September 9, 2025
1:00 PM (CST)

1 hour duration

The most common question I get as an Eclipse consultant is...

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Using Redtail? We’ve got training resources available for you, too!

Check out our upcoming Redtail training webinars and see what’s in store:

View the Redtail Webinar Schedule

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.