Pinned
Feb 27
in
Start Here
*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!
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New comment 11d ago
Mar 8
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OnceHub
Is anyone currently using OnceHub for scheduling? If so, what has been your experience with using it?
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New comment 2d ago
25d ago
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Archive Systems compliant with SEC
I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.
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New comment 2d ago
10d ago
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Workflow buy-in from Advisor and Operations Team
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.
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New comment 3d ago
Mar 12
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Employee Handbook
Anybody use something other than Trainual for an employee handbook?
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New comment 4d ago
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