👀Don't miss out on this month's lineup of informative webinars and virtual events! Register through the links below to secure your spot: 📆May 7th - Redtail Workflows 101 w/ @Kate Guillen & Curtis Ware 📆May 8th - Unlocking Workflow Efficiency in GReminders w/ @Katherine Beltran and @Xeaira Burkett 📆May 14th - Wealthbox Workflows 101 w/ @Katherine Beltran 📆May 15th - Transforming into a Modern RIA Firm Virtual Conference w/ @Kate Guillen, @Daniel Yoo, @Joe Moss, @Nancy Jacobson Click the links to learn more and sign up. Hope to see you there!

*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!