We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇

Happy Monday!! We're reevaluating our current VoIP provider (Vonage) and would love to hear what others are using. Looking for something reliable, good call quality, easy to manage. Would appreciate any feedback on what’s worked (or hasn’t) for your firm. Thank you!

Any recommendations for maintaining email marketing lists? We use Redtail as CRM and have previously used MailChimp for newsletters and the like. Last I used the Redtail to MailChimp integration, it was broken and RT said it was not their problem to fix. I could try using Zapier but feels like it will be a lot of overhead / complexity (zap for a new contact, zap for a deleted contact, zap for an updated contact, etc.) Does anyone have any app recommendations to use with RT as CRM and/or consultant recommendations who can build out the system for us?

We’re looking for ways to improve 1099 delivery to clients. Currently we send emails to top clients and their CPAs with a ShareFile link to the tax docs that we’ve uploaded one-by-one. We send the same to other clients who request tax docs from us each year. An attractive solution to this inefficient system is to utilize a custodial integration with a client portal that allows us to bulk push tax docs from custodian to client vault folders. Ideally we can then direct clients (and CPAs) to the portal / vault to access. If you've done this, how well does it work in practice? Any other ways to address 1099 delivery? Thanks. Black Diamond, eMoney, ShareFile, Redtail

We are kicking around a client scheduling software. Who do you use and does it integrate easily with RedTail/Wealthbox? Who should we steer clear of?