New Holistiplan Partnership Announcement!
Our dedication to adding value for our customers relies heavily on our fintech partnerships. In case you missed it, we recently announced a valuable new partnership with Holistiplan.
No better way to kick off our new partnership than to have Torie Happe, Head of Partnerships at Holistiplan, on our first Partner Spotlight Webinar Series with our CEO. They discuss how TalkIt+ templates designed specifically for Holistiplan customers streamline the tax preparation process. Watch the replay here!
Next Partner Spotlight is…….
August 27th, 1pm CST, Rick Williamson (Ricky Redtail) joins our CEO to discuss our Mobile Assistant/Redtail Integration! 🚀 Registration is open so grab your seat now!
Unlocking Efficiency and Precision for Your LPL F450 Form
In our latest blog post, we share how LPL advisors can take advantage of our TalkIt+ dictation templates for the F450 and CRS forms. Annual review templates for any advisor can be designed to make the capture and accurate documentation of annual reviews a breeze. Learn more!
New Video Training Series is Now Live!
To help with education of the many tools and features available to our customers, we’ve launched a 6 part training series on these topics:
- Freestyle Dictation
- Template-Driven Dictation Process
- Notes on the Go
- Technology with the Human Touch
- Assistant Template Manager
- Dictation Best Practices
We’ve kept the format short and informative, with a page dedicated to just our training videos here! We hope you enjoy them!
Where is the Elephant?
This month you can catch CEO Corey Westphal at the the next Redtail Align University, happening in Philadelphia, Aug 20-21!
When will we be near you?
- Philadelphia, PA: August 20th-21th
- Kansas City, KS: September 24th
- Phoenix, AZ: October 15th
- Dallas, TX: November 12th-13th
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