I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.

Hi everyone! We are going to have a special guest for the May Value Call - @Katie Mogan with SEC Compliance Solutions. She's going to answer all of your compliance questions and share her wisdom with us. That being said, what compliance questions do you have? ⬇️ Comment them below ⬇️ and mark your calendars for 📆 Friday, May 3rd at 11 AM PST.

Wondering if there is a good RIA operational conference to attend?

I am looking into different resources of how to best recruit for client service associate positions? What forums do you use for applicants? Are you using a recruiting service, indeed or linkedin?

*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!