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RIA Operators
1k members • Free
2 contributions to RIA Operators
May 12 •
Looking for VoIP Provider Recommendations
Happy Monday!! We're reevaluating our current VoIP provider (Vonage) and would love to hear what others are using. Looking for something reliable, good call quality, easy to manage. Would appreciate any feedback on what’s worked (or hasn’t) for your firm. Thank you!
0 likes • May 14
@Shanda Mansperger Thank you, Shanda!!!
1 like • Jun 9
Thank you, everyone, for the plethora of ideas. I have some research to do :)
Oct '24 •
SOP for Wealthbox Notes
Anyone have good SOP around searching Notes history in CRM? Currently it is cumbersome to extract nuggets from each meeting to have top of mind for next meeting.
1 like • Oct '24
@James Carlson Thank you for sharing..I think we are going to look at Jump.
1 like • Oct '24
@Aly Barnes Thank you for this useful information. I am going to ask our team re: Note Tags
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@amy-weideman-8367
Director of Team + Client Success at Consilio Wealth Advisors
Active 31d ago
Joined Aug 1, 2024
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