Just curious if anyone else has used HubSpot and if they have had any pain points with transitioning data between HubSpot and your other tech providers ... Our firm is looking at integrating HubSpot to use as a marketing platform and also our BD pipeline.

Hi All, just wondering and sorry if this was already asked, anyone here use Hubspot as a fully integrated CRM?

Has anyone successfully navigated the change in moving from Redtail over to HubSpot as their CRM solution?

A lot of advisors are frustrated with Redtail, if you've seen some of the posts in the Google forum recently - many are considering leaving - but what are the options? First, I want to review 3 AdvisorTech surveys and the market leaders in each (I'll list the top five here and then include the full results attached). Kitces 2021 CRM Survey (Attached): - Redtail - 32.9% - Wealthbox - 22.7% - Salesforce - 13.3% - Other - 8.9% - Junxure - 6.1% T3/Inside Information 2022 CRM Survey (Attached): - Redtail - 58.84% - Wealthbox - 9.05% - Tamarac CRM - 4.98% - Salesforce Financial Services Cloud - 4.63% - Advyzon - 4.25% RIA in a Box 2022 CRM Survey (Top 3): - Redtail - 45% - Wealthbox - 16% - Salesforce - 11% Pretty much across all three surveys, Redtail is the market leader, Wealthbox is in 2nd, and Salesforce or some combination of Salesforce and related Overlays are 3rd. Where do you stand?

Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!