I'm struggling to get our team and advisor on board with using workflows. They are under the impression workflows are for bigger firms (we have 7 employees, which includes 2 advisors). They don't even want to entertain a conversation about how this could simplify repetitive tasks, keep everyone accountable and free up time instead of using several different spreadsheets, and then still have to be personally reminded about their tasks. HELP and thank you.

Anybody use something other than Trainual for an employee handbook?

Hey All!! Does anyone have a branding expert that they love? And website designer they love? Would love any and all recommendations! Thank you!

Does anyone have a good recommendation for someone who specializes in SEO for financial advisors?

For those who either founded their RIA or were one of the earliest employees, looking back, what do you wish you would have done differently (operationally) in the early days? I just joined an awesome new firm that is only about a year old so there is a lot of opportunity to build a strong operational foundation to avoid issues down the road. I've got my own ideas about what to work on, but I'd love to hear your best advice as well! Thanks!