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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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110 contributions to RIA Operators
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! 🎅✨
What Makes the Holidays Meaningful
0 likes • 3d
Love this! Such a fun time of year. We have watched lots of Christmas movies, gone to see the lights, decorated quite a few cookies and even saw how the grinch stole Christmas at our local theater.
Morningstar to Black Diamond Transition
Hi RIA Operators! Curious if anyone has made the switch from Morningstar to Black Diamond? If so how was your experience? Anything to keep in mind to make the transition as smooth as possible? Thank you in advance for any insights you are willing to share here! @Chris Holden
Advyzon Workflows
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!
2 likes • Oct 30
@Olivia Allen @Olivia Allen
Advisor Documents in Schwab Digital Onboarding
Does anyone use Schwab's digital onboarding to e-sign advisor documents? Would you be willing to talk me through your process? I'm hoping to password protect part of the document against editing and yet still have a couple of blanks filled out and require a signature and date. We need to actually have a signature on the document, not just a receipt that says it was signed. I can't find any procedures. Thank you in advance!
0 likes • Oct 20
@Olivia Allen - any resources on this?
GReminders Notetaker
For those of your using the GReminders notetaker, how has your experience been? Would love to hear the good, the bad and the ugly! @Scott Sullivan
0 likes • Oct 17
@Jimmy Gift
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Kate Guillen
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244points to level up
@kate-guillen-1490
Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Active 3d ago
Joined Sep 30, 2022
Carlsbad, CA
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