All-day training helps advisers and operations staff get the most out of the popular online CRM.
As you review the CRM you use to manage client relationships, you probably recognize that you’re only using a small portion of all the features the program offers. Wouldn’t it be nice if you could get exposed and trained on some of the advanced features that improve your firm’s client communication (and your bottom line)?
Redtail CRM, the leading provider of web-based CRM software to financial advisers, provides an all-day training course to its users called Redtail University.
I recently met Redtail CEO Brian McLaughlin at a recent Redtail University event in Dallas and asked him about the value the course provides to advisers.
“With every new tool or software [advisers] get today, they’re only using 10, 20, 30% of the application. This is an opportunity to learn everything we have to do, take it back home, and hopefully implement one, two, or three new things,” said McLaughlin.
See the full video for more information about Redtail University, then view the schedule of upcoming training events.
