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!

I made a list of updated list of tools shaping modern advisory practices in 2025: 🤝 CRM (Customer Relationship Management) - Redtail (redtailtechnology.com) - Wealthbox (wealthbox.com) - Spaces (spacesos.com) - Salesforce Financial Services Cloud (salesforce.com) ⏱️ Time Savers / Administrative - Zocks AI (zocks.ai) - Jump AI (jump.ai) - Precise FP (precisefp.com) - DocuSign (docusign.com) - Thyme (thyme.is) 📊 Fund & Manager Research - Morningstar Advisor Workstation (morningstar.com) - YCharts (ycharts.com) 🧠 Proposals & Portfolio Analysis - Nitrogen (nitrogenwealth.com) - Orion Advisor Tech (orion.com) 📈 Financial Planning - Holistiplan (holistiplan.com) - eMoney (emoneyadvisor.com) - RightCapital (rightcapital.com) - Advicent (advicent.com) - MoneyGuidePro (moneyguidepro.com) - Asset-Map (asset-map.com) 💼 Custodians & Investment Platforms - Fidelity (fidelity.com) - Charles Schwab (schwab.com) - Betterment (betterment.com) - Altruist (altruist.com) - Advyzon (advyzon.com) - Black Diamond Wealth Platform (advent.com) 📞 Client Communication & Engagement - Finny (getfinny.com) - RingCentral (ringcentral.com) - Hootsuite (hootsuite.com) - Clinked (clinked.com) 🔍 Prospecting & Lead Intelligence

Does anyone have personal experience transitioning to GReminders? I would love some feedback as to what your experience was like with setup, rollout, and what your client & Advisor feedback has been. We have Redtail and are considering GReminders because they integrate with RT and have been approved by our B/D. Thanks in advance!