🤔 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)

I am being tasked with developing a Roadmap for operations should we increase our AUM by another $500mln in assets. Has anyone done this before? If you're willing, please share your thoughts. Going from $1.5bln to $2bln+ has alot of factors; # of accounts, # of clients, # of assets. I know adding to staff is a given, what other areas should I be thinking of. Thank you in advance for any responses.

I am currently looking to connect with professionals or recruiting firms that specialize in hiring financial advisors, paraplanners, and staff for financial planning offices. We are seeking candidates to fill both local positions in our area as well as some remote opportunities. If anyone has recommendations for recruiting firms or individuals with expertise in this area, I would greatly appreciate your insights. Specifically, I am looking for referrals to companies, contact names, and phone numbers that could help facilitate these placements. Thank you Best regards, Brian Quaranta