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RIA Operators
1.1k members • Free
The Exchange
732 members • $99/m
1 contribution to RIA Operators
Jan '23 •
Start here
Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
4 likes • Aug '23
Hi everyone! My name is Daleele Alison, and I'm originally from NC, but I've lived in IL, CO, and, now, currently VA. I’m enjoying exploring my new city so, if you’re local to central VA, and want to share any fun places to go, let me know! I love good food, good coffee and fun places to take my dog, Romeo. I joined this community because my company, RooksDM, is a consulting firm that helps alleviate pain points for small to midsize financial advisory firms by using the right technology, including Microsoft 365. Connecting with RIAs helps us learn how we can serve this particular community better! Feel free to check out https://rooksdm.com/ or email me at daleele@rooksdm.com if you want to connect!
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@daleele-alison-1208
Daleele is the CEO of RooksDM, a technology consulting firm that helps alleviate pain points for financial advisory firms using the right technology!
Active 74d ago
Joined Jul 27, 2023
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