Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
What is this?
Less
More

Memberships

RIA Operators

1k members • Free

1 contribution to RIA Operators
How We Use Workflows
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?
1 like • Oct 15
I was on the webinar yesterday with my team. The content was great...as usual. A question came up when talking about automations. She asked why do we need to use an activity to launch a workflow instead of just launching the workflow? Is there a simple explanation?
1-1 of 1
Scott Sullivan
1
4points to level up
@scott-sullivan-2289
Investment Advisor

Active 51d ago
Joined Jan 11, 2023
Powered by