📆 Join us for a value call THIS FRIDAY at 11 AM PST. We will talk shop, catch up, answer questions and network! If you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call this Friday, please use this link. If you plan to attend, drop a "SUMMER" GIF in the comments below ⬇️ We look forward to seeing you there!

*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!

If you could wave a magic wand and add one feature to Redtail, what would it be?

📆 Join us for our upcoming Value Call this Friday, November 3rd at 11am PST / 2pm EST 📆 The #1️⃣ reason clients leave advisors is poor communication. So, this month's topic of discussion is communication! ❓We'll dive into various aspects of communication, such as, internal communication, interactions with your leadership team, client communication practices, communication frequency, and proactive communication strategies. Bring your communication challenges and questions to the table! And if you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. The Simplicity Ops Team, @Kate Guillen, @Katherine Beltran and @Courtney Riggin will all be in attendance to help lead the discussion and answer any questions. To join the call this Friday, please use this link. If you plan to attend, drop a "November" GIF in the comments below ⬇️ We look forward to seeing you there!

Does anyone send out client surveys? Or know of some great sample/example questions? I'm looking for something more engaging than "How are we doing on a scale of 1-5", equally not something that interpreted be seen as a complaint. :)