Activity
Mon
Wed
Fri
Sun
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
What is this?
Less
More
Memberships
RIA Operators
1.2k members • Free
Simplicity Ops Partners
161 members • Free
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!
5 likes • Jan '24
Hello all! I'm Jo Ann Barnett working as a Senior Client Associate at The Watchman Group located in Plano, Texas (just north of Dallas). This year makes 20 years in the industry for me! I previously worked for SCM Advisors which merged with RGT Wealth Advisors. Then, RGT was acquired by CI Financial (now renamed as Corient). I'm enjoying working for a smaller shop (approx $600 million AUM) and ten minutes from home. I'm eager to create consistent procedures that will allow our firm to efficiently scale as we grow. Through the years, I have worked with several different CRM solutions, and I'm a big believer that this tool is the answer. Thanks for adding me to your group!
1-1 of 1