Hi all, The OnePoint team is growing, and we’re looking for someone to own the learning and development program for our core tech platforms. https://www.linkedin.com/jobs/view/4450758991/

…it’s usually market swings or compliance checklists that come to mind. But another category of risk tends to get less attention: operational risk. It shows up quietly when: - Processes live in people’s heads - Tasks don’t have clear ownership - Workflows “mostly” work Individually, these may not feel urgent. Over time, though, they can create friction, bottlenecks, and unnecessary exposure. As firms grow, complexity naturally increases, more clients, more team members, more moving parts. Without clear systems, small gaps can become harder to see and harder to manage. This isn’t about people falling short. It’s about whether the systems are strong enough to support the firm as it evolves. We created a simple Self-Assessment Tool to help you identify hidden gaps, clarify ownership, and strengthen the operational foundation of your firm. 👉 Download the Self-Assessment Tool and use it as a starting point to reduce risk and build with confidence.

Our firm is working on strengthening our cybersecurity and would like to implement an identity verification tool to use with clients. With the increase in hackers using A.I. to impersonate voices and spoof phone numbers, we would like to use a tool to send clients a SMS verification code when they call in with requests and verify the code. We found Twilio Verify, but after digging more into the tool, it seems that it is just an API tool that requires you to code it into an existing website/app or use 3rd party vendors with it. It just seems much more complex than we would prefer. I would love to see what other RIA firms are doing to verify client identities and what tools are being used for SMS OTP verification.

At Simplicity Ops, we partner with advisory firms that put clients, culture, and advisors first. We’re proud to support Fidato Wealth as they open confidential conversations with select solo advisors and small teams looking to grow, without private equity pressure or loss of autonomy. This is a values-aligned opportunity for advisors seeking: - More capacity - Stronger infrastructure - Sustainable, long-term growth If you’re serving clients in Cleveland, Ohio, Boca Raton (SE Florida) FL, Austin, TX, Houston, TX, or Dallas, TX, and want to quietly explore options, without committing to a formal process, please get in touch with Tony D’Amico, Founder & CEO of Fidato Wealth, at 216-701-2400 (cell) or at tony@fidatowealth.com

*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!