Talk to @Orlando Hunter ! He is the best in this space. Specializes in cybersecurity for RIAs. He is super knowledgeable and an absolute pleasure to work with!

We used to have a job board back in the day, you are not imagining things :) tagging @Amy Kizer to help direct you to the right place!!

Love this question and yes, many firms do this. But here is my take... the ones that do it best pair anniversary recognition with actually knowing their people. Tracking more than just start dates (favorite restaurants, hobbies, travel interests, preferred recognition style, family milestones) allows firms to make these moments personal instead of generic. The elite firms store this in a simple “team profile” in their CRM and update it during onboarding and 1:1s as they learn more about their team mates. A few gift ideas we see work really well: - A favorite local restaurant or experience (chef’s tasting, spa day, concert tickets) - Extra PTO tied to something meaningful (trip, new baby, life event) - A curated box around a hobby they love (coffee, golf, fitness, books) - A handwritten note, a public shout out from leadership calling out their impact When recognition is intentional and systematized, it strengthens culture and retention without needing to be extravagant.

@Lauren Linn WHAT A GREAT GIFT!!! Love this idea! Will be sharing this with our clients! Hope you have a great trip ;)

We are rolling out the Simplicity Ops Academy next month to provide training to help create exceptional CSAs. Here is an overview of what we are working on.