Katherine Beltran @RedtailKT
Trainer at Redtail; Movie fanatic; Travel enthusiast Chandler, Arizona Joined February 2019-
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#RedtailTips Start 2021 off right: A clean, current database is an effective database! Click on the “Past Due” button from the Today page to complete or update your old, open activities in bulk! - @redtailhayley
If you did not get a chance before the holidays, I highly recommend popping in for a fantastic article about eating the frog (in a somewhat literal sense) by @redtailhayley! 👏
If you did not get a chance before the holidays, I highly recommend popping in for a fantastic article about eating the frog (in a somewhat literal sense) by @redtailhayley! 👏
And just like that the Training From Home series is all wrapped up! Thank you for everyone who helped build this series! Thank you to all the attendees! You all are the best!
Didn't get a chance to join us in September or October for the Victory in the Virtual World? Now is your chance to take part today beginning in eta 1 hour. Spots still available here: redtailtechnology.zoom.us/webinar/regist…
Join us for our last "Training from Home" session on November 17TH & 18TH. Registration is open now! corporate.redtailtechnology.com/training-from-…
Let's do this! #SummerSeries #Almosttime
Let's do this! #SummerSeries #Almosttime
May registration is now open for our Training from Home Summer Series! Save your spot today 👉 bit.ly/2wZRPyk
It's almost time! RTU Phoenix is less than 24 hours away to kick off our 2020 RTU Season!
Join us today at 1 PM PST/2 PM MST/ 3 PM CST/4 PM EST for our webinar on the new version of the mobile app! Sign up here: redtailtechnology.zoom.us/webinar/regist…
Join us today at 1 PM PST/2 PM MST/ 3 PM CST/4 PM EST for our webinar on the new version of the mobile app! Sign up here: redtailtechnology.zoom.us/webinar/regist…
Join @redtailaustinj tomorrow to learn some helpful tips on working with canceled appointments!
Join @redtailaustinj tomorrow to learn some helpful tips on working with canceled appointments!
Excited to announce the brand new version of Redtail CRM’s Mobile App, available for iOS and Android! 👉 bit.ly/2P3lo80
👏We're pretty excited too! 📢 If you haven't heard yet, we just introduced Note & Activity Templates. Save yourself some serious time! Check it out here: bit.ly/2Hj4P3O
Who's ready for some tips and tricks on using Redtail to track RMDs? Join us tomorrow at 11 am PST for another Redtail Training Webinar. There is still time to join here: redtailtechnology.zoom.us/webinar/regist…
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 ➡️ investmentnews.com/article/201907… via @investmentnews
Don't forget to join me today in another Redtail Thursday Webinar. We are mixing up the topic this week and bringing you a Redtail Essentials on Notes. If you haven't signed up, here is your chance: redtailtechnology.zoom.us/webinar/regist…
Don't forget to watch us bring it home with our final webinar in the Workflow Series- Part 4: Enhancements/Automations! Tune in tomorrow, April 25TH at 11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN. It's not too late to sign up! redtailtechnology.zoom.us/webinar/regist…
Happy Earth Day! #EarthDay #MotherNature #environment
Don't forget to join us tomorrow for another Redtail Thursday Webinar! We are tackling Part 3 of our Workflow Series: Applying the Workflow. Click here to sign up: redtailtechnology.zoom.us/webinar/regist… Can't make it? Stay tuned for a recorded version!
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Victor @Tenashi182329
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T3 Technology Tools @t3techhub
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125 Followers 4K Following Otorhinolaryngologist (ENT) 🚑🚑🇺🇸🇺🇸🇺🇸🍹🍻🍔🍷🍴 Am easy going person, Simple and Honest!
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David Mehlhorn @TGEDavid
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Jason Hurwitz, MBA, C... @JasonTheAdvisor
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Oneka Imana @werollwithGod
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Hayley Mandrup @redtailhayley
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David Deweese @DavidDeweese12
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michaelneumann990@gma... @michael87740448
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Watson Walter @WatsonWalter2
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Muhamadcamara✝️ @Muhamadcamara3
333 Followers 2K Following God, I won't be perfect in everything that I do, But,I strive to achieve that perfection, Because of you,Because of your support, Thanks for everything God!
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11 Followers 83 Following I love the natures, I cherish my friendships, and consider myself a very loyal friend. Honesty, trust, care and love means a lot to me and I hate liars.
Davis james @Davisja73368349
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Marcos @Marcos27153627
7 Followers 39 Following The true success is the person who invented himself.
gvhnuhtf @Barrymax10
47 Followers 380 Following Do what you are capable of doing don't let your Friends stop you...... Because you can do that better 😎💪💪🌎🏥Thank you for following me back❤️
Mobile Assistant 💬... @MobileAssistant
2K Followers 4K Following Dictation...evolved. Helping #advisor teams replicate process w/ our customizable, CRM integrated, template-driven workflow ⚡️ Free Trial https://t.co/g4yM8Taj90
Desca @Desca_b
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animals ok 1 @KatchoroYassin
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14K Followers 6K Following eMoney is the leading provider of technology solutions and services that help people talk about money.
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Morningstar, Inc. @MorningstarInc
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WealthManagement.com @wealth_mgmt
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Investment Advisor @InvestAdvMag
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Independent Advisor S... @SEIAdvisors
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Hayley Mandrup @redtailhayley
194 Followers 301 Following Product Owner at Redtail Technology. Organization aficionado. Crazy about my dogs.
Redtail Technology @RedtailCRM
6K Followers 970 Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtailTrends for United States
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