See You in San Diego!!

We're excited to be only one day away from the start of the Loring Ward NEC (National Education Conference) in San Diego! During the conference, we'll be holding a couple of breakout sessions, during which time we will be sharing a live demonstration of our newly designed Design/Build/Protect workflow system within Redtail CRM. During our sessions we'll be talking about the importance of workflows and the benefits of running your practice on a workflow system. We'll also give advisors a look at the workflows, how they're built, and how they function within a real…continue reading →