See how advisors use Redtail to keep every client task, note, and process organized in one place.
WEBINAR ENDED
About This Webinar
Redtail has been one of the most widely used CRMs in the financial advisor space for over a decade. In this session, you’ll see how advisors use it to keep their practices running smoothly and ensure nothing falls through the cracks.

If you’re evaluating CRM options or looking for a more structured way to manage client relationships, this session will show you how Redtail helps advisors stay organized, consistent, and audit-ready.
Agenda
  • Standardize client reviews, onboarding, and follow-ups so every process happens the same way, every time
  • Keep a complete, compliant record of client conversations, notes, and documents
  • Stay organized as their book of business grows without adding complexity to their daily workflow
Presenters
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1773162649-f8c83668ca295384
    Tony Donato
    Account Executive | Redtail
    Tony embarked on his journey with Redtail in 2015, initially serving as a Sales Advisor. Over time, he transitioned into the position of Account Executive, where he collaborates directly with Broker Dealers to forge and nurture impactful partnerships, while also ensuring the delivery of top-notch technology to their advisors. Beginning his tenure at our Scottsdale, Arizona location, Tony later made the leap to Atlanta, Georgia in 2018, where he lives with his wife and children.
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