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RIA Operators
1.2k members • Free
6 contributions to RIA Operators
Jul '23 •
What would you like to see in your Redtail experience?
Hello RIA Operators Community! We want to create the next version of Redtail with you involved. You are our avid users, supporters and we want to get insight from you. As we shape how Redtail should grow to support your business, we want to know what's most important to you. If you're not a current Redtail user, we want to hear from you too! Here's a quick survey to start the dialog, those interested can take it a step further if they want to sign up for new concept testing and more. https://t.maze.co/179110267?source=RIAOperators
0 likes • Mar '24
@Rachel Tyson these are both great points of feedback, thank you for sharing.
0 likes • Apr '24
@Joellen Angus Thank you Joellen
Mar '24 •
We'd love your feedback on the Redtail Refresh!
We've been working to address your feedback around Redtail feeling dated, contrast issues on text and cleaner, easier UI to navigate. As we continue to roll out new experience updates, we would love to hear from you on what is working well and what isn't.
0 likes • Mar '24
@Kevin Stephison Thank you Kevin, keep me posted on how you're liking the updated styles as they sink in. We have a lot of work in motion, this is one of many steps towards strengthening the experience, I look forward to hearing more feedback along the way so we stay in sync and focus on the things that matter!
0 likes • Mar '24
@Rachel Tyson I will share this with the team to check and make sure something strange isn't happening. Thank you for the feedback!
Aug '23 •
Compliant Texting
We currently only use accommodation texts with our clients/prospects. However, there's obviously an advantage to using text messaging especially for various reminders. Would love to hear what other RIAs are using and pros/cons. GIF for TYIA
0 likes • Aug '23
One way to look at it, clients likely use more urgent communication means when anxiousness is high, so it has the potential to mitigate attrition; however, it's at the expense of you being way more accessible to them. Another rising issue is email inboxes turning into the new snail mail junk mail of the modern day, where important messages are getting lost in the newsletter overage.
0 likes • Aug '23
@Natalie Bergsma I was considering more of clients trying to manage their personal email inboxes. There is so much junk mail, email filtering can't keep up. There's so much junk mail, it's easy to miss important messages. Email is no longer viewed as an immediacy form of communicating, it's a very passive form of communicating that has an expectation set of delay in response. Text message is immediacy and more direct, and for that reason, also more personal. I will say, from the client view, the centralized email takes out personalization and feels like you don't know who is getting and seeing your messages.
Jul '23 •
Visualizing Risk Alignment (and Misalignment) for your clients
Hello RIA Operators community! We'd like your feedback on the best way to help you communicate risk when working to align a client's risk with their investment strategy. We have a few different styles of data visualizations here, and we're looking to get an understanding on what visuals are clear and easy to read vs what visuals are confusing and hard to interpret. Vote for the visual you found most effective for visually explaining risk alignment (or none at all). Thank you!
Poll
5 members have voted
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Jan '23 •
Start here
Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
3 likes • Jul '23
Hello RIA Operators Community! I've been with Orion just shy of a year now, with a mission of bringing Human-Centered Design to our technology. Thank you for accepting me into the community, as I'd love to hear what you need from your advisor tech, so we can always be improving and refining to meet your needs. You'll see a survey from time to time, it can be anonymous or you can sign up for more usability engagements. If you're interested in participating in more than just a quick survey, send me a message and I'm happy to bring you into the creative process!
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Active 461d ago
Joined Jun 27, 2023
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