April 17th is Right Around the Corner

Prepare yourself with great insight from Sheryl Rowling and a powerful turnkey Practice, Portfolio and Client Relationship Management Platform offered by Redtail and Morningstar®.

 

Join Sheryl Rowling, CPA, PFS and Head of Rebalancing Solutions at Morningstar, Karyn DeJong, Director of Marketing at Morningstar, and Rick Williamson, Lead Subject Matter Expert at Redtail Technology, for this not to be missed online event.

 

You will:
Gain insight into Sheryl's best practices in documenting and demonstrating a fiduciary's role in preparation for the fast approaching DOL in effect date.
Get a front row seat at the unveiling of the updated Redtail Technology and Morningstar Office Suite integration that can help you quickly and easily implement Sheryl's advice.
As an independent financial advisor, Sheryl Rowling is well known for her commitment to make changes for the better. An early adopter of the fee-based model (think since 1979), Sheryl has always been focused on helping her clients find the best roads to their financial futures. This mindset has not gone unnoticed; in December of 2016, Sheryl will be honored by Investment News as an "Innovator," in recognition of her commitment to improving the financial services industry and the financial future of her clients.

Always well prepared, Sheryl is ready to meet DOL requirements. She knows that demonstrating and documenting fiduciary relationships during all stages is the new norm.

The upgraded features of the Redtail | Morningstar Office Suite integration can simplify your documentation and demonstration requirements and help you stay on the DOL compliance track.

 

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Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.