I am looking into different resources of how to best recruit for client service associate positions? What forums do you use for applicants? Are you using a recruiting service, indeed or linkedin?

Don't forget to join us Wednesday! We’re hosting a webinar about Transforming into a Modern RIA Firm on Wednesday, May 15th at 11:30 am EST. Our speakers include @Joe Moss, @Kate Guillen, @Daniel Yoo, and @Nancy Jacobson. Register in advance for this webinar: https://bit.ly/ModernRIATickets After registering, you will receive a confirmation email containing information about joining the webinar. Hope to see you there.

👀Don't miss out on this month's lineup of informative webinars and virtual events! Register through the links below to secure your spot: 📆May 7th - Redtail Workflows 101 w/ @Kate Guillen & Curtis Ware 📆May 8th - Unlocking Workflow Efficiency in GReminders w/ @Katherine Beltran and @Xeaira Burkett 📆May 14th - Wealthbox Workflows 101 w/ @Katherine Beltran 📆May 15th - Transforming into a Modern RIA Firm Virtual Conference w/ @Kate Guillen, @Daniel Yoo, @Joe Moss, @Nancy Jacobson Click the links to learn more and sign up. Hope to see you there!

We're looking forward to our Value Call this Friday focused on your compliance questions. Who's coming?? 🙋‍♀️ Katie Mogan with SEC Compliance Solutions is going to answer all of your questions and share her wisdom with us! If you have any questions about compliance ⬇️ comment them below ⬇️ Click here to join the call! Hope to see you there! 📆 Friday, May 3rd at 11 AM PST📆

Wondering if there is a good RIA operational conference to attend?