We’re excited to offer a 20% discount on Carson Coaching Online, a learning platform for financial advisors.
On-demand courses led by coaches, resources made specifically for advisors. Take advantage of this special pricing!
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Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communication channels. You can read that article at @FAmagazine ���� https://t.co/BZLKxLEGes
Tune in tomorrow, May 21, at 11am PT for our Weekly Training Series. Join us as we discuss how to best utilize the CRM when a client passes away.
Register here ➡️ https://t.co/pyj6hMsAen
Tune in today, at 11am PT for our Weekly Training Series. The Today Page is your front-page news for what's going on in the office. Join us today to learn all about it.
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Are you texting your clients? Do clients text you?
Compliance concerns are paramount when adding texting to your communications mix.
Check out these suggested dos and don'ts from Redtail's Relationship Manager, Dusty Russell ➡️ https://t.co/JvG1jG3xWl via @investmentnews
#Advisors Tune in tomorrow, January 24th, at 11am Pacific for our Weekly Training Series. Let’s take a tour of the Contact Record. We’ll go step-by-step to show you all the pages within a record so you can pick and choose what’s important to implement. https://t.co/duMGWDOfKI