webinar register page

Webinar banner
Practice Management Takeover with Deborah Fox
How to Leverage Redtail’s Standard Reports as a Tool to Continuously “Wow” Your Clients
We all aspire to deliver services that fulfill our clients’ needs and wants. However, exceptional advisors provide services that go above and beyond that. This webinar will focus on providing you with ideas for utilizing Redtail’s “Standard Reports” feature to increase your clients’ level of satisfaction with your service deliverables. Standard Reports is an under-utilized feature in Redtail. Join us to learn how to use Standard Reports to add more personalized components to your service so you can convert more clients into become your raving fans.

Presenter: Deborah Fox, Financial Advisor & Founder of AdvisorTouch

May 10, 2022 10:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Redtail Training.