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RIA Operators
1.1k members • Free
2 contributions to RIA Operators
6d •
What Makes the Holidays Meaningful
The holidays are a great reminder of what matters most: family, traditions, and community. ❤️ As we wrap up the year, we’d love to hear from you: 👉 What’s your favorite holiday tradition? Whether it’s baking cookies, watching a classic movie, traveling, or just unplugging and relaxing, share below and let’s spread some holiday cheer! 🎅✨
2 likes • 5d
Driving around looking at Christmas lights after a sit down family dinner, when the kids were little and now as adults it's silly fun but they still pile in and reminisce about the memories of it all...😃
May 23 •
Books and Records
Happy Friday, everyone!😁 Looking forward to a 3 day weekend! I've been trying to get a definite time frame on how long we should keep prospect information/data. It looks like 5 years. How long do you keep prospect info if they decide not to go with your firm?? Thank you.
0 likes • May 23
We do 5 years.
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Active 5d ago
Joined Apr 17, 2024
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