Curious how others handle this - when you want to do proactive client outreach (not waiting for the annual review), how do you actually decide who to reach out to? Specifically: if you wanted to find, say, clients sitting on too much cash, or whose risk has drifted from where it should be, or who have a planning gap worth a conversation - do you have a clean way to pull that? Or is it digging through your CRM, your portfolio system, and your risk tool (Nitrogen or similar) separately and piecing it together in Excel? How do you find the right clients to reach out to at the right time? And once you know..say 10 clients or 50 clients, what is your process to actually reach out to them and take some action? Trying to understand whether this is a real friction for others. P.S. In full transparency, I was a COO for a large practice and we took proactive steps very seriously. To help us identify growth but also manage risk to our practice. Now, I am building a solution for this...but want to understand the reality of other advisor practices. @Kate Guillen if this is inappropriate, please remove. Not trying to ruffle any feathers

While I'm still involved with Simplicity Ops, as a separate business venture, I've been up to something really exciting for a few reasons: - help independent firms save money - helping to simplify the tech stack selection process - provide resources around integrations across the tech stack - ...and also to bring awareness to friends/colleagues that are working very hard to make awesome advisortech! Click here for the full announcement!

Ok so we are working on transitioning from wealthbox to redtail. As we are preparing our workflows it was news to us today to find out today that we cannot import contacts with a CSV file (that didn’t schedule through g reminders) into redtail. We were told The only way to import via CSV file is by emailing a file to their customer service team?! Is this anyone else’s experience? What work around or system integrations are you using to feed the additional contacts into the redtail CRM? The reason why this is important is we have 150+ leads a week that need to be imported into our CRM each week From Seminars, Radio, TV, FB, Website etc Any help would be appreciated. Thank You

Good morning! Back in June @Kevin Stephison had asked about using "AI Notes" for virtual meetings in this thread. I'm currently considering adding a meeting assistant to help with my Zoom/Teams meetings to record/transcribe/summarize my client meetings. I know @Joe Moss mentioned in the thread above that he's used Grain and Fathom. Curious, Joe... which of these 2 would you recommend and why? In the same thread @Brian Quaranta mentioned Avoma. And @Mark Wellman suggested a couple additional options. Anyone else trialed or using any of these tools and have any thoughts or opinions? Thanks very much 😀

Pretty cool Redtail integration that Smart Kx has built to import contracts and fee activities into Redtail. Check it out here. @Lacey Shrum