Webinars
How Advisors Use AI to Grow Their Firm
How Redtail users are turning existing client data into revenue automatically with Quin.
What to expect
AI is already changing how the best advisors run their firms — not by replacing what matters, but by handling everything that gets in the way of it. In this 30-minute session, Gabe Caldwell and Justin Lotano show how advisors are using Quin alongside Redtail to turn their existing client data into revenue-generating activity. Live workflows, real outreach strategies, and Q&A at the end.
What we cover
- Using AI to stay in touch with clients and referral contacts automatically
- Running pipeline reviews and follow-ups without adding to your plate
- Keeping Redtail up-to-date without manually logging after every meeting
- Focusing your time on the relationships that actually grow your firm
- Live Q&A
