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64 contributions to RIA Operators
10d ago
in
Workflow buy-in from Advisor and Operations Team
I'm struggling to get our team and advisor on board with using workflows. They are under the impression workflows are for bigger firms (we have 7 employees, which includes 2 advisors). They don't even want to entertain a conversation about how this could simplify repetitive tasks, keep everyone accountable and free up time instead of using several different spreadsheets, and then still have to be personally reminded about their tasks. HELP and thank you.
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5
New comment 3d ago
2 likes • 5d
This is a FABULOUS question. Let me put my thoughts together and I will post all the reasons why all firms, regardless of the size, benefit from workflows. Standby!
17d ago
in
SEO
Does anyone have a good recommendation for someone who specializes in SEO for financial advisors?
0
6
New comment 13d ago
1 like • 13d
@Brad Lineberger see the thread above
Mar 8
in
OnceHub
Is anyone currently using OnceHub for scheduling? If so, what has been your experience with using it?
1
8
New comment 3d ago
0 likes • Mar 12
Check out GReminders. It is a superior solution by a mile. @Xeaira Burkett
0 likes • 17d
@Jeremy Portnoff LOVE to hear this!!
Apr 16
in
Branding/Marketing Questions
Hey All!! Does anyone have a branding expert that they love? And website designer they love? Would love any and all recommendations! Thank you!
1
9
New comment 5d ago
Mar 27
in
RIA operations conference
Wondering if there is a good RIA operational conference to attend?
7
13
New comment 12d ago
10 likes • Apr 1
Should we do a Simplicity Ops Conference! Get all of us Ops Geeks together to talk shop for a few days?
0 likes • Apr 12
@Parker Ence @Courtney Riggin This has me thinking....
1-10 of 64
@kate-guillen-1490
Founder of Simplicity Ops - We improve the lives of financial advisors and the teams that support them, by simplifying systems and standardizing ops
Active 9h ago
Joined Sep 30, 2022
Carlsbad, CA
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