Bringing on a new team member? You need a simple 30-60-90 Day Success Plan. When new hires know what’s expected, they ramp up faster and feel more confident. Here’s the structure: • 30 days: Learn your systems, culture, and tools • 60 days: Contribute with support • 90 days: Take ownership with confidence Each phase should include goals, KPIs, and a clear path for feedback. Start by whiteboarding the plan, then document it as a workflow in your CRM so nothing slips through the crack. Your new hire doesn’t need guesswork, they need clarity. We’ve included a draft plan to help you kick things off.

At Simplicity Ops, we partner with advisory firms that put clients, culture, and advisors first. We’re proud to support Fidato Wealth as they open confidential conversations with select solo advisors and small teams looking to grow, without private equity pressure or loss of autonomy. This is a values-aligned opportunity for advisors seeking: - More capacity - Stronger infrastructure - Sustainable, long-term growth If you’re serving clients in Cleveland, Ohio, Boca Raton (SE Florida) FL, Austin, TX, Houston, TX, or Dallas, TX, and want to quietly explore options, without committing to a formal process, please get in touch with Tony D’Amico, Founder & CEO of Fidato Wealth, at 216-701-2400 (cell) or at tony@fidatowealth.com

Please state your number one challenge in your practice. For instance, is it marketing, practice management, or compliance, etc.

I made a list of updated list of tools shaping modern advisory practices in 2025: 🤝 CRM (Customer Relationship Management) - Redtail (redtailtechnology.com) - Wealthbox (wealthbox.com) - Spaces (spacesos.com) - Salesforce Financial Services Cloud (salesforce.com) ⏱️ Time Savers / Administrative - Zocks AI (zocks.ai) - Jump AI (jump.ai) - Precise FP (precisefp.com) - DocuSign (docusign.com) - Thyme (thyme.is) 📊 Fund & Manager Research - Morningstar Advisor Workstation (morningstar.com) - YCharts (ycharts.com) 🧠 Proposals & Portfolio Analysis - Nitrogen (nitrogenwealth.com) - Orion Advisor Tech (orion.com) 📈 Financial Planning - Holistiplan (holistiplan.com) - eMoney (emoneyadvisor.com) - RightCapital (rightcapital.com) - Advicent (advicent.com) - MoneyGuidePro (moneyguidepro.com) - Asset-Map (asset-map.com) 💼 Custodians & Investment Platforms - Fidelity (fidelity.com) - Charles Schwab (schwab.com) - Betterment (betterment.com) - Altruist (altruist.com) - Advyzon (advyzon.com) - Black Diamond Wealth Platform (advent.com) 📞 Client Communication & Engagement - Finny (getfinny.com) - RingCentral (ringcentral.com) - Hootsuite (hootsuite.com) - Clinked (clinked.com) 🔍 Prospecting & Lead Intelligence

🤔 Advisors & Operators: If you were building a tech stack from scratch and money was no issue, what would you choose? ▶️ Think: scalable, HNW Here are some common categories to get you started: - Custodian - CRM - Portfolio Management / Performance Reporting - Financial Planning - Document Management - Investment Data / Analytics - Fee Billing - Compliance - Communications Archiving - Risk Tolerance - Data Gathering - Scheduling - Retirement Planning - Tax Planning - Estate Planning - Healthcare / Medicare Planning - Insurance Planning - Liability Planning - Charitable Planning - Advice Engagement - Proposal Generation - Voice / Texting - Cybersecurity - Held-Away Assets - Identify Theft - Note-Taking - Email Newsletter - Prospecting - Lead Generation - Video Meetings - Team Communication - Email Hosting - Email Overlay - eSignature - Firm Valuation / Benchmarking (feel free to copy this list and post your picks in the comments below)