If you ever jumped into one of our team calls, the first thing you’d hear is laughter. A meme in the chat. Someone sharing a quick win. A moment of gratitude before we dive in. We’re spread across time zones, yet it still feels like we’re sitting at the same table. Not because of tools. Not because of meetings. Because of connection. Here’s how we keep that connection strong: 1. We start with gratitude. One quick thing we’re grateful for, work or life. It shifts the energy immediately and helps everyone show up differently. 2. We overuse emojis. When you’re not across a desk from each other, tone matters. A well-timed GIF or emoji makes communication warmer, clearer, and more human. 3. We make space for fun. No-agenda calls. Monthly Fun Fridays. Time to celebrate wins and actually enjoy the people we work with. Culture isn’t built by proximity. It’s built by consistency, kindness, and a team that cares about how they work together. If you want a team that feels this connected , even while remote , your systems and culture have to support it. Both matter.

Hi community! Has anyone ever migrated from eMoney to Right Capital? Or know a specialist who may be able to support the transition. Would appreciate any insights, feedback or a consultant who can help! Thank you! @James Cantwell

We're a State registered RIA and I am not overly please with our current compliance firm as they have been tremendously slow to deliver my mock audit report. I was audited by the regulators and passed with flying colors without the support of the compliance firm. Per the State I had everything I needed. I am really looking for someone I can outsource my annual ADV filings, updates, someone I can call to ask questions, etc. I don't need a CCO or monthly compliance support subscription. I appreciate any recommendations.

Greetings all! Our firm ($317M / 386 HHs) is considering a move away from Orion for a couple reasons: 1. This 8.9% upcharge for "out of pocket third-party expenses"; and 2. The platform is overkill for us - we use their Billing, Reports, Client Portal, Compliance, and Queries; and not much else. We use iRebal and Schwab Advisor Center for Rebalancing and Trading. In our due diligence, all three of Advyzon, BD, and Tamarac have seemingly better versions of all of those services. The big differences left are pricing and ease-of-use. Advyzon can replace both Orion and Redtail with their all-in-one platform - but will it be robust enough for us as we grow? (10%-15% per year) Black Diamond Reporting is very comprehensive and sleek, but we don't want to go back to Salesforce CRM. Tamarac has it all, but feels very similar to Orion and their CRM is more costly than Redtail. Will they be overkill for us as well? Is there anyone who has done this research already and made the move from Orion to any three of these other options? I'd like to know if you're satisfied with the move and if the transition was smooth. TIA!

This is a bit of a duplicate post, but based on replies I am refining.... We use Redtail and have a subscription to Mailchimp. I am have challenges with setting our Redtail tags/groups to go into the Mailchimp audiences, segments and tags. I ended up with several extra Audiences which tripled my bill from Mailchimp. (They did credit me back). We also use Advisorstream and Emoney Bamboo which allows for email lists to be pushed into their systems via integrations. Does anyone have a consultant or know how to set up Redtail in a way that they can be pushed into the above systems so we can select which group (status, category, tags or quicklist) gets an email. Sometimes it's everyone, other times it would be kids of clients, plan participants or only clients. I've asked Redtail for help but I can't seem to get someone to reply. I'm looking for a geek who can either show me how to set this up in each system or do it for us.