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Feb '24 •
Start Here
*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!
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Oct 24 •
What do you hate "not like" about your CRM?
funny to see this evolution take place: what do you hate about Junxure? ↩️ Redtail Technology what do you hate about Redtail? ↩️ Wealthbox what do you hate about Wealthbox? ↩️ Slant CRM hate is too strong of a word, but its the word I heard... from the 2017 Bob Veres / T3 Technology Tools for Today survey
18d •
Anniversaries Gifts for Employees
Are other RIAs doing anything for Employees for 1, 2, 3, and 4 Year Anniversaries and for the Milestone Anniversaries of 5, 10, 15, 20 and 25 years
22h •
If taking time off feels stressful, here’s why.
Most advisors aren’t worried about being away, they’re worried about what might fall apart while they’re gone. You don’t need to work harder to earn rest. You need systems that keep working when you step away. Here’s the simplest path: 1. Document before you delegate. If the process lives in your head, you can’t unplug. 2. Automate what can’t wait. Let your CRM handle follow-ups and reminders. 3. Appoint a decision-maker. Someone should know what they can decide without you. 4. Set expectations. Tell your team and clients what to expect while you’re out. 5. Unplug for real. You built the business to support your life, not the other way around. Freedom comes from structure. And you deserve both.
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4d •
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.
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