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

For those of your using the GReminders notetaker, how has your experience been? Would love to hear the good, the bad and the ugly! @Scott Sullivan

Does anyone have recent compensation studies, Schwab / DFA in particular? Also, we are doing some market research and what actual compensation is in firms, currently focused on the 0-4 year Client Service Associate. If you're open to sharing your range or what your firm range is (just base comp), we'd love it. Feel free to respond anonymously or DM me.

Does anyone use Schwab's digital onboarding to e-sign advisor documents? Would you be willing to talk me through your process? I'm hoping to password protect part of the document against editing and yet still have a couple of blanks filled out and require a signature and date. We need to actually have a signature on the document, not just a receipt that says it was signed. I can't find any procedures. Thank you in advance!

I'm wondering what others are doing to properly store/maintain relevant suitability information for clients? I use PreciseFP for data gathering but the info gathered on income, expense, assets/liabilities, etc. doesn't seem to be transferrable to their WB profile. So I either have to maintain a separate record in PreciseFP (which I don't want) or I manually enter it within their WB profile (which I also don't want to do). I've considered just maintaining this information on an Excel sheet and linking to it within their WB profile but this isn't ideal. Ideally, I'd love to be able to run a quick report of all this information for periodic reviews and if/when an audit comes up. It seems that PreciseFP's custom reports don't allow for certain variables to be included.