July Events/Webinars · RIA Operators

July Events/Webinars

📣 There’s a lot going on in July! Whether you're looking to enhance your workflows, get expert insights, or learn from industry leaders, there’s something for everyone.

📆 Click the links below to register and mark your calendars!

July 16th - Redtail Power User Panel: Get expert guidance from Redtail specialists and fellow power users (including our very own,

@Katherine Beltran

) on advanced features, workflow optimization, and best practices.

July 17th - Wealthbox Workflow Week: In this webinar, we’re diving deep into the world of workflow simplicity with Smart KX. Join us as we explore how these workflows transform how advisors streamline essential administrative processes and engage more intentionally with their clients.

July 17th - 7 Steps You Overlooked During Your Last Website Redesign: Ready to build a website that truly wows? Join our friends at Out and About Communicatons as they look at the critical steps often overlooked during the website redesign process.

July 18th - How to Build a Workflow from Scratch: Back by popular demand! Kate Guillen and Redtail Trainer, Curtis Ware up once again to teach you the ins and outs of building workflows in Redtail.

July 19th - RIA Operators Monthly Value Call: This will be a great opportunity to learn, ask questions, network and find common ground with others in the industry.

July 31st - Simplicity Spotlight: Libby Greiwe - Elevate your onboarding process! In this talk Libby will walk you through the 7 key systems every business needs and breaks down the 3 layers that make each process truly a client experience.

👀Hope to see you there!

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