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RIA Operators
1.1k members • Free
2 contributions to RIA Operators
Oct 16 •
GReminders Notetaker
For those of your using the GReminders notetaker, how has your experience been? Would love to hear the good, the bad and the ugly! @Scott Sullivan
0 likes • Oct 24
@Eric Negron For now, we're just using Google's new-ish appointment booking setup & attaching workflows to the back-end of it. TBD if that will work well, or if we'll move to Calendly.
1 like • Oct 24
@Joe Moss Amen to that. Calendly is hard to beat. Google is less than ideal right now, but I'm sort of betting that they're making it much more user-friendly with internal AI agents. Their current agents automatically build a booking landing page & link it to emails very simply.
Feb '24 •
Start Here
*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!
3 likes • Oct 23
Hello all! Patrick here, COO of a 4-advisor RIA in Cincinnati, OH. Major pain point right now is that we've had data & systems siloed all over the place, so I'm mostly focused on simplifying our tech stack & making all of our processes systematic.
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Active 33d ago
Joined Oct 22, 2025
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