Pinned
Feb '24 •
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!
Mar 5 •
CSA Education/Training
Good morning everyone: Question regarding certification/education training for incoming CSAs. To increase financial literacy and answer the "why" question surrounding the role, has anyone utilized any third party educational trainings? Like an FPQP certification course? As another example, I found a Client Service Certificate Program through Advisory Education Partners, but reviews were limited. Curious to hear what others firms are doing.
18d •
Centralized Trading
Hi All! We are considering hiring a trader and centralizing our trading process (currently each advisor is doing their own trading). I was curious if any of you have a "trading" role and what other responsibilities you have that person manage outside of trading? With our current volume of trading, managing trades alone wouldn't be a full time position. Thanks!
13d •
Landing pages for add campaigns?
Does anyone have a good tool or platform for setting up landing pages?
25d •
Phone System
Hey there, we are looking to upgrade our phone systems. Specifically, an option that works well for conferencing 4 or more people. Our current provider, MedTel, does not offer this option. We have also been battling a lot of spam calls. The spam filter MedTel said would help is not. We get at least 10 calls a day about our Google business listing 😵💫 We are considering Microsoft 365 Audio Conferencing and would love to hear any insights (good or bad) on this option. Please let me know your recommendations. Thanks!
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