Suit up, astronauts and prepare to see if you got the right stuff, because Redtail University LIVE is coming back into orbit with our cross-country, in-person events — and this year, we’re taking our attendees to the cosmos by celebrating the beauty of space, where, just like at Redtail, discovery meets innovation.
Redtail University LIVE is back to highlight your favorite explorers amongst the stars — be it Neil Armstrong, Sally Ride, or James T. Kirk — to help get you and your office crew ready for liftoff by training you on all the tools and strategies that financial professionals need to take their client relationships into the stratosphere… reaching new heights you couldn’t dream of!
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.
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!
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!
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.
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.
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.