See You in San Diego!!

We're excited to be only one day away from the start of the┬áLoring 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 →