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RIA Operators

1.1k members โ€ข Free

2 contributions to RIA Operators
Food gift baskets for client gifts?
Does anyone have a national company they love for sending edible client gifts? We've been using iGourmet to send charcuterie to some of our top clients the last few years. However, their prices continue to go up and we are looking at other alternatives to stay within the gifting limit. I loved some of the feedback folks shared on @Kayla Berger's post about client experience and some gifts (Thanksgiving pies, college sweatshirts for parents of new students, etc.) and thought I'd try some sourcing beyond my Google searches.
2 likes โ€ข 14d
My Grandma's Coffee Cakes - clients have been raving about these for years
Vacation & Remote Policies
We are contemplating moving to an unlimited vacation policy as well as adding in a remote work component. Has anyone done this or have experience in it? Our Advisors operate this way now; however, the operations staff does not. The research says it's a positive for everyone. I would like to get real work information from someone. For example: a daughter/son is having a baby and the grandparent wants to either take time off or work remote. What things should we look at for policies? Does anyone have experience in this really working? Any guidance is appreciated. Thank you.
0 likes โ€ข 14d
We are a small RIA but have both of these policies. Happy to discuss/share our experience 1 on 1 with you Teresa.
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Tom MacLennan
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3points to level up
@tom-maclennan-4242
WMS Advisors, LLC

Active 14d ago
Joined Jul 24, 2025
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