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RIA Operators

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Simplicity Ops Partners

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Improving the lives of financial advisors and the teams that support them, with simple systems and standardized operations!

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181 contributions to RIA Operators
The Ultimate Guide to 10X Delegation
I highly recommend this Tim Ferris podcast about productivity and delegation! If you're in to 3hr podcasts. https://podcasts.apple.com/us/podcast/694-sam-corcos-co-founder-of-levels-the-ultimate/id863897795?i=1000628619791
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New comment Jan 30
0 likes • Nov '23
@Natalie Bergsma For sure, the 10x book talks about how 10x goals can stress you out if you do them in the wrong way. Quotes are often true / false depending on your perspective. :) I suppose you can also set a goal to lower your expectations - that would be a worthy goal for some of us that think "more" is the only way.
0 likes • Jan 30
@Benjamin Baldwin III https://tim.blog/2023/09/21/sam-corcos-transcript/
Phone + SMS Integration with Weatlhbox
In case you missed it, check out this recently recorded Wealthbox webinar featuring fellow RIA Operators member @Dustin Belliston and his company CurrentClient. In this webinar, Dustin provides a quick walkthrough of CurrentClient's phone, SMS, video, & survey capabilities and how it integrates nicely with Wealthbox. CurrentClient also integrates with Redtail. Check it out here: https://www.wealthbox.com/webinars/how-advisors-use-currentclient-wealthbox-to-engage-and-nurture-clients/
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New comment Jan 17
0 likes • Aug '23
@Brian Quaranta Yes, it integrates with Redtail as well:
0 likes • Jan 16
@Jeremy Portnoff @Dustin Belliston
What's the #1 Feature You Want?
If you could wave a magic wand and add one feature to Redtail, what would it be?
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New comment Jan 2
1 like • Mar '23
@Lauren Linn Status, Category, Sub-category... You're on to something!
1 like • Dec '23
@Lauren Linn Do you want to schedule some time in January and we can go over this?
Tracking Users
@Joe Moss Any ideas for keeping track of 1) tech tools in use and 2) users/admins for each tool? Currently using a spreadsheet, but it feels like there has to be a better way...
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New comment Dec '23
1 like • Dec '23
I don't think a spreadsheet is a bad way to track this, here's a basic table idea for this: https://chat.openai.com/share/2d9dda27-d2c3-4984-8346-267fe48f5034 And then you can filter by technology name to see all the users for each one. Here's what I did for Simplicity Ops (doesn't include the users per tool info): https://www.skool.com/ria-os/project-management-sop-organization?p=a0646e27 You could also: - put it in the Important Information section of your company contact in the CRM - save it in the "onboarding" folder for new employees - save logins in a password program like Roboform / Lastpass - etc.
Six Minutes That Will Change Everything
Post from Downtown Josh Brown this morning in case you haven't seen it elsewhere: "I need your mind to be open to the possibilities' Alphabet released the video below and its market capitalization immediately jumped by $90 billion. It’s a six minute demonstration that, unless you’re entirely devoid of imagination, will absolutely rock you back on your heels. Before I have you watch it (and you absolutely must), I want to explain why it’s so important." Read more...
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New comment Dec '23
0 likes • Dec '23
I dunno about you, but sometimes this stuff makes me excited and sometimes it makes me nervous... technological change just seems to be happening faster and faster.
0 likes • Dec '23
@John Boccomino I'm sure they did - I think I kinda assumed that. :)
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Joe Moss
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@joe-moss
AdvisorTech & Data Consultant | RIA Operators

Active 2d ago
Joined Sep 29, 2022
ISTJ
Lexington, KY
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