Hi everyone, I’m Aiza. Just joined the group. I work with RIA firms on AI adoption: which tools are safe to use around client data, what a one-page AI policy should cover, and how to set up workflows like meeting notes to CRM with a human review step. I’m here to swap notes with the people who actually run these firms. I see the AI side, you see what’s really happening day to day, and the gap between the two is where the interesting questions are. So, a question for owners and operators: what’s the one task that eats the most time in your firm every week? A) Meeting notes and follow-ups B) CRM data entry C) Client reporting D) Compliance paperwork E) Something else (tell me below) Happy to share what I know on any of these.

*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!