Redtail Concierge offers Premium Service to advisors looking for improved productivity. Our goal is to help advisors focus on their priorities while smoothly transitioning into the Redtail system. We want to help you with strategies and solutions to make your business as successful as possible. We will share with you some of the best practices we have learned from top offices and long-time Redtail users and ensure you the best possible Redtail Experience.

Subscribers will receive:

• *Priority Conversions : Access to your new database almost immediately
• *Direct Hotline and Email : Priority Response Times
• *Customized Sync with Blackberry, IPhone
• *Database Setup including :
  • Checklists and Workflows
  • Client Segmentation
  • Put "tags" on clients so they can be easily found
  • Create Quick Lists so saved searches can be found in an instant
• *Business Assessment : Thorough evaluation and consultation to determine specific needs and areas of focus
• *Written 90-Day Action Plan : Oriented around YOUR objectives and priorities
• *Customized Training Schedule : Get started fast with follow-up coaching
• *Free Redtail University Access : Send one person to a regionally held in-depth training session devoted to Best Practices