Hey there everyone, does anyone have a documented process on transitioning clients from one advisor to another? Looking to incorporate the new advisor during the client's annual review meeting over the next 3 years (advisor is retiring so we're not necessarily rushing anything). However if there is a smoother, quicker way to do so - open to learning! Thank you in advance.

We currently are in the process of standardizing our client folders (LONG overdue). We came up with what we think works for our firm, but I'm curious to see what everyone else's "standard" looks like! See attached image for what we are thinking of:

I'm a Wealthbox user, and have RMD clients on 4 different platforms; what do others do to be the most efficient in aggregating the RMDs from all the platforms to help assess current status of the RMDs each year?

Our office recently transitioned to Advyzon for our CRM, and we are somewhat overwhelmed by the robustness of its workflow capabilities. Does anyone have workflow templates they are willing to share? Would love to see how other offices use Advyzon to track/manage incoming account transfers, client meetings, etc. Thanks!

We have set this up and recently have found that information is populating into wrong fields on the final form. We have not adjusted anything and have double checked that our custom export is correct. We noticed when Effective tax bracket was 4234200% which equates to the first review date if translated. On that same note, there are fields in the custom export ie Time Horizon, Risk Tolerance etc. that are exported but don't appear on the finished report. Does anyone know of a fix? Maybe a new template is corrected?