Our office just made the decision to move to Redtail from smart office. I am currently writing out my processes from our old system to help plan and implement when we get into the new system. While I am going to do my best to start exploring into Redtail I was hoping some long term users could let me know some automation features they use often or something that you just find helpful in the system. I'd appreciate any insight and I'm happy to share some of our processes if it helps you think of any useful tidbits for our office but any advice you can offer would be great, thank you.

📆 Join us for a high-energy value call THIS FRIDAY at 11 AM PST focused on celebrating your wins and setting the stage for an amazing year ahead! Reflect on the lessons learned in the past year and share insights on how we can collectively grow and support each other in achieving our new goals. If you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. @Katherine Beltran and @Kate Guillen will be leading this discussion. To join the call this Friday, please use this link. If you plan to attend, drop a "Groundhog" GIF in the comments below ⬇️ (Because Friday is Groundhog day!) We look forward to seeing you there!

Great question (and one I just received)! I wanted to go into detail about each community and explain who its for, what its about and hopefully clear up any confusion. 30,000 view: If you search "Joe Moss" in the Skool directory, four communities come up (I like Skool, btw :) - Conneqtor Community - RIA Operators - ProAdvisorSuite Community - Simplicity Ops Partners Two are owned by Kate Guillen for Simplicity Ops (Joe is not an owner/partner, etc in Simplicity Ops): - RIA Operators - this is a free community for CSAs, Ops Mgrs, Advisors and anyone that wants to talk about RIA operations and everything that goes into it - Simplicity Ops Partners - this is a paid community for Simplicity Ops' clients Two are owned by Joe Moss for ProAdvisorSuite and Conneqtor respectively (Kate is not an owner/partner, etc in either of these companies) - ProAdvisorSuite - a free community dedicated to all things advisortech - Conneqtor - a paid community for members of the Conneqtor program I've added a graphic below to give more detail on what Conneqtor and ProAdvisorSuite are about. Hope that is helpful! Please don't hesitate to drop your questions below or chat with Kate or I directly. Happy New Year!

Has anybody used the software company trainual? I’m looking to convert our training from written SOP’s to video. I think this will help with scaling as we onboard more employees I also think it will help with quality control for making sure that everyone is trained the exact same way. Any opinions or other options would be greatly appreciated. Thank you

And secondly, can you have multiple people working in a spreadsheet/document at the same time without version issues? Here are the results from the recent Kitces study for comparison.