Hi Erin, I am happy to chat with you on this if you'd like. I am a certified Salesforce administrator and have loads of experience helping groups clean up their Salesforce. The important part is just analyzing the structure that the advisor used. Here is my email if you'd like to chat: ryan.closs@future-state.ai.

Hello all! Glad to be apart of this community. Ryan Closs here, based out of sunny Portland, OR (where it only rains when you wash your car). don’t actually work inside an advisory firm. I run a consulting business that helps RIAs get more out of Salesforce. I’ve spent the past nine years helping firms with their E&O insurance (I see a few familiar names here 👋) and the last three fixing the “no dedicated admin” nightmare so many RIAs live with. Most firms get sold the dream of Salesforce, but once they log in, it rarely does what they expected out of the box. That’s actually by design. Salesforce is built to be molded around your business, not the other way around. I help firms take that blank canvas and turn it into a system that actually saves time and helps advisors grow. Looking forward to learning from everyone here and trading ideas on how to make our firms run smoother. And if any Salesforce questions pop up, fire away. Always happy to help.