Emily Jaffe

*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!

New comment 10d ago

Emily Jaffe

1 like • Jan '25

Hi everyone! Emily Jaffe here. I am an owner of an RIA in Short Hills, NJ. It's just me and my partner but I am the operations/tech/growth person (in addition to being an advisor/planner/everything else). My partner is likely retiring in a few years. We are at a point where I know I need to establish SOPs, workflows, automate, etc and that's why I am here! We are Advyzon users. I'm trying to do as much as I can myself before investing to optimize that investment. I'm a career shifters; I spent 15 years in Leveraged Finance before entering this industry. My niche is divorcing/divorced women. Really looking forward to connecting and engaging with you all!

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Emily Jaffe

@emily-jaffe-5943

President of OFC Wealth, a fee-only firm; provides comprehensive planning/wealth management. Specialize in women in transition (divorce/widowhood).

Active 274d ago

Joined Jan 23, 2025

Short Hills, NJ 07078

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