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RTU 2024
Who is RTU For?

The Mission Logs

As always, Redtail University 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! 

Featuring two missions, Redtail University covers all there is to learn about Redtail CRM, while also highlighting the latest updates and functions. Join our Redtail University rocketeers (Trainers, to you Earthlings!) to have your minds filled with actionable guides to maximize your CRM by attending either our Implement or Strategy missions.

The Implement Mission

Recommended for newer astronauts (users for 1 year or less), one-person offices, or office staff who live in Redtail, the Implement mission is all about the functions you have at your disposal and how to implement them in your office life. 

This is a nuts-and-bolts training that shows how to apply the many areas of Redtail in your business by using concepts, situations, and best practice examples. If you find yourself saying “I don’t know what I don’t know” or “I’m only using 5% of Redtail” or “Where do I run reports again?,” then Implement is the mission for you!

Implement Agenda

The Strategy Mission

Recommended for more seasoned space explorers (users of 2+ years), Office Managers, or advisors with staff, the Strategy mission focuses on using your familiarity of the CRM, as well as when and why to use certain features. 

While still guiding on the functions in the CRM, Strategy offers an opportunity for attendees to have open discussions with one another on how all of the tools within Redtail can be used to strategically tackle common situations. If you find yourself having “trouble with practice management,” then check out our Strategy mission!

Strategy Agenda

Remember — there is no wrong mission to pick, and we’re confident you’ll gain all types of knowledge to use the CRM to help you navigate the cosmos and have your office running like the well-organized crew on a spacecraft setting out to discover what’s beyond the stars.

Star Dates

Las Vegas

Nevada


Redtail University
January 22, 2024

Las Vegas

Charlotte

North Carolina


Redtail University
May 14, 2024

Register Now!
Charlotte

Chicago

Illinois


Align University
June 25-26, 2024

Coming Soon
Chicago

Philadelphia

Pennsylvania


Align University
August 20-21, 2024

Coming Soon
Philly

Kansas City

Kansas


Redtail University
September 24, 2024

Coming Soon
Kansas City

Phoenix

Arizona


Redtail University
October 15, 2024

Coming Soon
Phoenix

Dallas

Texas


Align University
November 12-13, 2024

Coming Soon
Dallas

Presenters brought good energy and humor for the most part. Not a dry lecture at all. Good job!

Jason, RTU Kansas City Attendee

Having two presenters really kept things moving and kept the energy flowing. Great content.The RT team going through the room to answer individual questions was great!

Cheryl, RTU Atlanta Attendee

Great content. Love the booklet and step by step guide. Enjoyed meeting the Redtail team and getting to ask questions.

Rose, RTU Atlanta Attendee

Additional Training Opportunities

Looking for more opportunities to learn anything and everything Redtail? Prepare to become a power by exploring all of our additional educational resources — including 1:1 training — we offer to our users.

QUESTIONS?

Call 800-206-5030 ext. 7 or email: RTU@redtailtechnology.com.

Please email us if you have any questions about RTU. For upcoming webinars, check our schedule here. For other recorded webinars, videos and training sessions, check our Helpdesk here.

To ensure you stay up to date, subscribe to our newsletter here.

Looking to get more info on a custom RTU? Click here.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Compliance Code: 3 3 1 7, Orion Advisor Tech, December 18, 2023