Does anyone have recent compensation studies, Schwab / DFA in particular? Also, we are doing some market research and what actual compensation is in firms, currently focused on the 0-4 year Client Service Associate. If you're open to sharing your range or what your firm range is (just base comp), we'd love it. Feel free to respond anonymously or DM me.

We spend so much time crafting the perfect onboarding experience for clients… but what about our new teammates? 💡 Our team has grown a ton this year, and we realized how important it is to make the new hire process just as intentional (and fun!) as the client experience. We built a New Hire Onboarding Workflow to keep things smooth, simple, and personal. You can download it below and use it as a starting point to build your own! 👇 What’s something fun or unique you do to make new employees feel welcome on Day 1?

We hosted a webinar with Redtail yesterday, but what most people don’t see is how much structure goes into it. Every step, from promotion to follow-up, runs through a workflow. I’ve been working with our ops team to refine it, making sure timing, ownership, and communication are clear. It’s a good reminder that even marketing benefits from strong systems. When everyone’s clear on who’s doing what, great ideas actually get executed. What’s something in your firm that could run smoother with a workflow behind it?

Jumping straight into your CRM to build workflows often leads to confusion, rework, or missed steps. That’s why whiteboarding first is critical. A workflow whiteboarding document helps you: 🔹 Define the purpose – What are you trying to achieve (onboarding, follow-up, etc.)? 🔹 Map the steps – What happens first, second, and after that? 🔹 Assign responsibilities – Who owns each task so nothing falls through the cracks? 🔹 Visualize outcomes – What should each step produce before moving forward? 🔹 Refine together – Spot gaps, simplify, and collaborate before locking it in. Once your team sees the full process laid out, moving it into a CRM as a templated workflow becomes smooth and straightforward. Think of it as building the blueprint before the house—clear, intentional, and set up for success. We’ve included a template below you can use to start whiteboarding your own workflows today! 🚀

If you or your team have started to ignore Redtail notifications and it has hindered you from using your CRM, see below for our cheat sheet to optimize notification preferences! By setting up your notification preferences in Redtail, you'll: - Tailor the system to your specific needs - Ensure that the right people are being notified at the right time AND taking action - Increase traffic and user engagement to your CRM When you configure your preferences, you essentially optimize Redtail to match your daily activities, business goals, and client interaction processes. Check it out 👇