We are looking for a full-time rockstar CSA! This will be an in-office position, and we prefer to use a recruiter. Who did you use to find a CSA for your firm?

I am currently looking to connect with professionals or recruiting firms that specialize in hiring financial advisors, paraplanners, and staff for financial planning offices. We are seeking candidates to fill both local positions in our area as well as some remote opportunities. If anyone has recommendations for recruiting firms or individuals with expertise in this area, I would greatly appreciate your insights. Specifically, I am looking for referrals to companies, contact names, and phone numbers that could help facilitate these placements. Thank you Best regards, Brian Quaranta

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!

Hey all! We are using SharePoint for our internal document management tool. We recently acquired an IAR and added a Jr. Advisor. Each of these people needs different permissions. We want to make sure we structure our SharePoint so we have a "common space" for shared resources, and then set permissions so our Junior is not privy to everything just yet. Basically, we are seeking a one-time project from someone who knows SharePoint well and can guide us on the proper way to add new members and permissions. What we have tried to date has not worked, and it seems like we are spending more time undoing those mistakes. Any recommendations?

Looking for suggestions on how to structure our Schwab Master Accounts, for those with experience in scaling an RIA. We are a growing team, just acquired another advisor, and then added one of our own advisors. We are trying to decide between individual account visibility settings or creating brand new Master Accounts for each advisor. For context, our own Advisor currently has 9 Masters. We estimate that each advisor, due to the strategies we are running, would need their own 7 Masters. This is quickly adding up for those of us who have access to all of them! Is this the best approach - adding their own Master accounts? Or would it be better to manage visibility for each new account and add them to existing masters? TIA!