For anyone who left Redtail to move to Wealthbox, was there anything that you miss about Redtail? Is any functionality missing at Wealthbox? What has been the downside, if any, about moving to Wealthbox? Does Wealthbox have the ability to use workflows and tasks as well as Redtail? Thank you.

Curious is anyone has a best practice for tracking client annual reviews. Here's what I'm doing: I have Tags for "Client Review: 1st half of year" and "Client Review 2nd half of year". I use these tagged groups in conjunction with an email template for reaching out to schedule their reviews. Also, when I set up a review I use the client category "Client Review" in the calendar--as a WB "Event". What I'd like to do from here, is periodically run a report that shows all of those tagged and who has the "Client Review" (WB 'event') set up, to see who I have and have not met with in that half of the year. I'd like to use this report to quickly find out who I need to track down and reach out to (since they haven't set up a 'client review' (event) with me yet). I can't seem to get the reports to do this for me. Thanks in advance!

*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!

Looking for a Recruiting Partner for Financial Advisors Hey everyone, im looking for someone who can help us recruit financial advisors (0-5 years of experience) as well as three paraplanners for our firm. We offer a highly competitive compensation package and a unique opportunity that’s rare in the industry. What sets us apart? Robust Lead System “ Our advisors receive fully qualified appointments scheduled for them every week in-office. Dedicated Support Each advisor is backed by a team of administrative staff who handle paperwork and client service. High-Quality Prospects Every appointment is pre-qualified based on asset size and client intent to establish a new advisor relationship. This is a turnkey opportunity for advisors who want to focus on advising rather than prospecting and admin work. If anyone in this group knows of recruiting firms or individuals that specialize in sourcing financial advisors and paraplanners, d love to connect. Appreciate any leads or recommendations! Feel free to DM me or drop a comment below.

What are best practices when you have two talented client service associates who both want to service all of the clients? How do you handle the assignment of roles in Red Tail? Should the CSAs be assigned to specific clients or should they both work on the entire book? Any feedback is appreciated.