Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
What is this?
Less
More
Memberships
RIA Operators
1k members • Free
56 contributions to RIA Operators
🔥
Oct 24 •
What do you hate "not like" about your CRM?
funny to see this evolution take place: what do you hate about Junxure? ↩️ Redtail Technology what do you hate about Redtail? ↩️ Wealthbox what do you hate about Wealthbox? ↩️ Slant CRM hate is too strong of a word, but its the word I heard... from the 2017 Bob Veres / T3 Technology Tools for Today survey
1 like • 1d
Joe Do you know what the base salary for VP of Client Service is at a 1.2B dollar firm? How many do have the CFP or CFA certification?
18d •
Anniversaries Gifts for Employees
Are other RIAs doing anything for Employees for 1, 2, 3, and 4 Year Anniversaries and for the Milestone Anniversaries of 5, 10, 15, 20 and 25 years
0 likes • 1d
Has there been any monetary or like a Tiffany jewelry for woman and watch for men. At Morgan Stanley at Milestones we were given monetary or jewelry.
0 likes • 1d
Sometimes Tumi luggage
May 18 •
Client Experience
Our firm is focusing this year on ways to elevate our client experience. What are some items your firm does that you believe elevates the overall client experience?
0 likes • May 21
We have added renting out a movie theater and dugouts for baseball. We have not done anything else at the moment.
1 like • 14d
For our Texas Clients we have dugouts for Baseball with Food. For our Locals we rent out a movie theater and provide the snacks. When we have our annual or year end meetings we give the top tiered clients from $1MM to $5MM Swag. Our Christmas gifts have our logo on it so it counts as Marketing last year we did a pepper grinder and a cheese board.
Jul 25 •
Zeplyn AI vs. Jump AI - Redtail
Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.
0 likes • Aug 1
We are going to vet Zeplyn. Came back from a Fidelity Ops Summit and this is what was recommended.
May 15 •
Hiring - Sales and Marketing Specialist
🚨 We’re Hiring: Sales & Marketing Specialist!! 💻 Remote | 💰 $70K base + 5% commission Simplicity Ops is growing, and we’re looking for a dynamic, AdvisorTech-savvy professional to take the lead on sales and marketing. In this role, you'll: ✅ Run all intro calls and sell our $3K Operational Assessment ✅ Own our email campaigns, LinkedIn, IG, and X presence ✅ Host webinars + community events ✅ Help drive growth by turning interest into impact We’re looking for someone who understands the RIA ops, knows how to connect with financial advisors, and loves both the strategy and execution side of sales & marketing. Check out the attached job description and explanation of benefits! If this sounds like you, please send your resume and a short note about why you’d be a great fit to 📧 kate@simplicityops.com!!
0 likes • May 21
I sent this to my friend.
1-10 of 56
@lisa-bacon-1177
I am the VP of Client Services. Interested in growing the Business and Client Experience.
Active 2h ago
Joined Feb 15, 2023
Powered by