We currently are in the process of standardizing our client folders (LONG overdue). We came up with what we think works for our firm, but I'm curious to see what everyone else's "standard" looks like! See attached image for what we are thinking of:

Hey there everyone, does anyone have a documented process on transitioning clients from one advisor to another? Looking to incorporate the new advisor during the client's annual review meeting over the next 3 years (advisor is retiring so we're not necessarily rushing anything). However if there is a smoother, quicker way to do so - open to learning! Thank you in advance.

Role Description Seeking a Client Service & Operations professional for a full-time on-site role located in Neptune Beach, FL. As a Client Service & Operations professional, you will report directly to the owner, assisting with all aspects of client service and operations. Day-to-day tasks will include portfolio accounting, trading, quarterly reporting, account management, money transfers, and compliance. Qualifications Proficiency in MS Office Suite and CRM software Excellent communication and customer service skills to build strong, positive relationships with clients Strong analytical and problem-solving ability to identify and resolve operational complexities Ability to think critically, manage multiple projects, prioritize, and meet deadlines Good organizational skills to manage multiple priorities, projects, and tasks Ability to work independently and in a team-oriented environment Prior experience in the financial services industry is required. Experience with a variety of financial services fintech including Schwab Advisor Center and Tamarac Portfolio Reporting is required. Pay Range: 90,000 to 120,000 annually based upon experience CRM: Redtail Custodian: SCHWAB/TD Financial Planning: EMONEY Apply here

We are hiring! If anyone has any leads on someone who wants to work with Track That Advisor & is passionate about data metrics send them my way: molly@trackthatadvisor.com. TIA!

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