Redtail University St. Louis

What was agreed on the calls with Aubrey Jones (fireside chat) and Dylan Johnson (roundtable), what happens on the day, and what to prepare.

Tue, Oct 20, 2026
Renaissance St. Louis Airport Hotel
Staff breakfast 6:30–6:45 AM
Attendees from 7:00 AM

Your day at a glance

Mili's two speaking moments are highlighted.

6:30–6:45 AMStaff breakfast. Booth set up and ready before attendees arrive.
7:00 AMAttendees arrive, check in and have breakfast. Sponsors are introduced during the opening, so be at the booth.
10:15 AMRoundtable: Client Processes, Perspectives room. Join the first 15–20 minutes.
BreaksSponsors are highlighted for attendee visits. Stay at the booth.
LunchFireside chat with Aubrey Jones. 15 minutes on stage.

1. Roundtable with Dylan

From the call on Monday, October 12.

10:15 AM – 12:00 PM · Perspectives room

Client Processes

Managing client service workflows can feel like coordinating planes: multiple routes, tight schedules, and no room for missed connections. Explore how offices handle client processes, such as Reviews and RMDs. This session spotlights practical methods and Redtail features that help ensure consistent, personalized service.

Topics covered

Contacts record fields
Workflows, automations
Opportunities
Activities & notes
Broadcast email, email templates
Advanced search, reporting

Your part: The first 15–20 minutes. You can leave afterwards to get ready for the lunch session.
Activity: The room splits into four groups. Each group works through a case study on how advisors handle client reviews. Dylan moderates.
Who's there: About 10 people per group, mostly operations staff, with a few advisors.
What you do: Move between the four groups and share how Mili helps with client reviews and processes, especially when the talk turns to AI.
Prep: None. No slides or materials. It's an informal, moderated conversation.
Who joins: Both you and Joe can take part.

2. Fireside chat with Aubrey

From the call with Aubrey Jones, Orion / Redtail External Training Manager.

Format

Length: 15 minutes total: 10–12 minutes of conversation, then about 3 minutes of audience Q&A
Screen: One slide stays up as the backdrop. No other slides.
QR code: On the slide, so attendees can book a demo
Pricing: Talk it through naturally in the conversation, not on a slide

What to focus on

The Redtail integration. This room is Redtail users, so lead with that, not general Orion training.
Mili is more than a notetaker. Show the move into planning agents, document management and prospect research.
Stories over features. Personal stories and real client examples that show the problems Mili solves.

Mili is more than a notetaker

Aubrey wants the room to see where Mili is going, not just where it started.

Where it started Meeting agent. Takes notes in real time without recording, updates Redtail and sends follow-ups in minutes.

Where it's going: agents that work across the whole stack

PlanningPulls goals, risk tolerance and life events from conversations into planning software like eMoney and RightCapital.

DocumentsScans tax returns and statements, pulls out account numbers, beneficiaries and asset values, and fills Redtail and planning software.

Prospect ResearchBackground on a prospect, from recent business moves to family details, ready before the first call.

OnboardingFills account applications, beneficiary forms and transfer paperwork from one client profile.

Data ManagementUpdates a life event or account change across every system in two clicks.

SchedulingChecks calendars and sends invites with agendas, without the email back-and-forth.

Aubrey's questions, in order

Aubrey shared these six questions. The chat ends with about 3 minutes of audience Q&A.

"What is your role at Mili and what do you like most about what you do?"
"What is Mili and what problem does it solve?"
"What sets Mili apart from other tools, or how does it help build a better tech stack?"
"What are the key points of integration with Redtail / Orion tools?"
Compliance aspects
Pricing, any special discounts for RTU attendees, and how to demo or learn more

To-do before the event

Task	Owner	When
Read this briefing: chat structure, question topics and logistics	Chirag	This week
Prepare your personal story and 2–3 client examples for the fireside chat	Chirag	Before Oct 14
Agree seed questions for Aubrey's Q&A card	Chirag + Jasleen	Before Oct 14
Book a short follow-up sync with Aubrey if you have questions	Jasleen	Wed Oct 14 or Thu Oct 15
Submit the slide to compliance; flag changes, including removing non-Redtail CRMs	Aubrey (Orion)	Pending

Contacts

Aubrey Jones
External Training Manager, Orion / Redtail. Hosts the fireside chat.
aubrey.jones@orion.com

Dylan Johnson
Moderates the Perspectives roundtable.

Chloe Collins
Senior Partnerships Manager, Orion. Sponsorship and logistics.
chloe.collins@orion.com

Jasleen Virdi
Mili. Point person for this event.
jasleen@getmili.ai