Hey all! We are using SharePoint for our internal document management tool. We recently acquired an IAR and added a Jr. Advisor. Each of these people needs different permissions. We want to make sure we structure our SharePoint so we have a "common space" for shared resources, and then set permissions so our Junior is not privy to everything just yet. Basically, we are seeking a one-time project from someone who knows SharePoint well and can guide us on the proper way to add new members and permissions. What we have tried to date has not worked, and it seems like we are spending more time undoing those mistakes. Any recommendations?

Our office recently transitioned to Advyzon for our CRM, and we are somewhat overwhelmed by the robustness of its workflow capabilities. Does anyone have workflow templates they are willing to share? Would love to see how other offices use Advyzon to track/manage incoming account transfers, client meetings, etc. Thanks!

Anyone attending the Advyzon Conference this week? If so, reach out! Would love to connect.

📆 Join us for a value call THIS FRIDAY at 11 AM PST. We will talk shop, catch up, answer questions and network! If you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call this Friday, please use this link. If you plan to attend, drop a "SUMMER" GIF in the comments below ⬇️ We look forward to seeing you there!