Join me and my colleague, @Brynn Shockey for a live "Ask Me Anything" session and get an inside look at our practical training program for client service associates in financial advisory firms. We’ll share what the Academy covers, who it’s designed for, and how it helps CSAs become confident, proactive operational partners. Bring your questions, we’ll answer them live! Sep 22, 2026 10:00 AM in Pacific Time (US and Canada) Register here

Hey all - I am banging my head against the wall with a few simple (in my opinion!) issues I can't seem to resolve related to setting up some Advyzon CRM workflows. Most of it has to do with triggering a workflow when a meeting is put on the calendar. Anyone experienced users out there willing to share 10min with me over Zoom or Teams?

How do you handle RILA anniversaries? We thought we could attach a workflow for RILA anniversaries, but where can we put a date that would be reoccurring to run a report to attach the workflow? Or should we just make a repeatable activity on the contact for their anniversary every year?