The holidays are a great reminder of what matters most: family, traditions, and community. ❤️ As we wrap up the year, we’d love to hear from you: 👉 What’s your favorite holiday tradition? Whether it’s baking cookies, watching a classic movie, traveling, or just unplugging and relaxing, share below and let’s spread some holiday cheer! 🎅✨

If you ever jumped into one of our team calls, the first thing you’d hear is laughter. A meme in the chat. Someone sharing a quick win. A moment of gratitude before we dive in. We’re spread across time zones, yet it still feels like we’re sitting at the same table. Not because of tools. Not because of meetings. Because of connection. Here’s how we keep that connection strong: 1. We start with gratitude. One quick thing we’re grateful for, work or life. It shifts the energy immediately and helps everyone show up differently. 2. We overuse emojis. When you’re not across a desk from each other, tone matters. A well-timed GIF or emoji makes communication warmer, clearer, and more human. 3. We make space for fun. No-agenda calls. Monthly Fun Fridays. Time to celebrate wins and actually enjoy the people we work with. Culture isn’t built by proximity. It’s built by consistency, kindness, and a team that cares about how they work together. If you want a team that feels this connected , even while remote , your systems and culture have to support it. Both matter.

Hello everyone! I am happy to share the 2025 Sage Trading Collective Scholarship Application is officially OPEN! Women are still underrepresented in wealth management — especially in roles that require advanced credentials like FINRA licenses, the CFP®, and the CFA®. The costs of exam prep, coursework, and licensing can create real barriers to entry and advancement. At Sage Trading Collective, I'm committed to changing that. The 2025 scholarship for $500 supports women who are continuing their education in financial services, helping remove financial barriers and expanding representation across the industry. If you know a woman who is building a career in wealth management, please share this with her. Applications are now open through 12/31/2025 and I'm excited to support the next generation of women shaping our industry. Learn more and apply today at https://www.sagetradingcollective.com/scholarship

*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!

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.