Activity
Mon
Wed
Fri
Sun
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
What is this?
Less
More
Memberships
RIA Operators
1.1k members • Free
11 contributions to RIA Operators
Dec '25 •
Contact records for employee accounts in RedTail.
Curious how others handle setting up client records for employees in RedTail. As a perk, all of our employees are assigned an Advisor and their accounts and financial plan are managed by an Advisor. My thoughts are to create two separate records in RedTail, one as an employee record under our company and the other as a client. The permissions for the client record would only be assigned to the Advisor. Curious how others handle this to keep the employee finances confidential. Thanks in advance for your feedback. Brenda
0 likes • 23d
@Kelly Allan Does everyone on the team have access to the employee contact record?
Nov '25 •
Anniversaries Gifts for Employees
Are other RIAs doing anything for Employees for 1, 2, 3, and 4 Year Anniversaries and for the Milestone Anniversaries of 5, 10, 15, 20 and 25 years
0 likes • Dec '25
We offer the following milestone awards: - 5 Years: $500 - 10 Years: $1500 - 15 Years: $2500 We request that the employee use the funds to enhance their own or their family's life and share how they used the funds with the team.
Feb '25 •
Tracking Projects
What software is everyone using to track high level projects. We have one team member who does not like Asana.
1 like • Feb '25
We've used Asana for years.
Oct '24 •
AI Notes - Artifical Intelligence Use Policy
For those of you using AI for note-taking, do you require your client's consent before recording? We are putting together an AI Use Policy and are curious how others are handling this. Thanks.
Sep '24 •
Using Redtail to track the last conversation with a client.
Curious how others use RedTail to track their last conversation with a client. Thank you, Brenda
0 likes • Sep '24
That's a good idea, thank you, Michael.
2 likes • Sep '24
@Thomas Higgins I thought I would share our process. We use Mobile Assistant for client meeting debriefs and the notes import into RedTail. We have a couple of different debrief templates that we use. We plan to start using Jump AI soon and their platform will most likely replace Mobile Assistant. (TBD)
1-10 of 11
Active 22d ago
Joined Jan 29, 2024
Powered by