Hi Tiffany, sorry to hear you feel you got hit with a bait and switch. Have you had any upfront conversations with the vendor informing them of this and asking them for a remedy? Possibly a free or discounted rate on the upgrade you need? Breaking contracts can cost you nothing or be a costly endeavor depending on how the vendor wishes to proceed and the value of the contract. I negotiate vendor contracts on behalf of my clients and would be happy to discuss your issue offline to see if I can offer some free advice. Feel free to email me [email protected] and we can coordinate something.

@Natalie Bergsma This is an excellent answer! It's definitely about resistance to change. Points 2 and 3 are fantastic perspective to consider. Instead of focusing on "getting them to use workflows" immediately, determine what's important to them and find something in an existing tool that doesn't require their active participation, but allows you to show some value related to the changes you're suggesting. You need momentum, then you can introduce the next item or a single workflow for one advisor to test. Your goal should be to cultivate an evangelist for the change you wish to implement. Don't stress about getting everyone on board with all the changes at once; you just need to introduce a drop of dye into the water, let it expand on its own. Focus on the items that deliver the results they would value, not necessarily the items you believe would be most beneficial. Over time you'll get the chance to implement those. If that doesn't work, outside help, in my very self-serving opinion (I'm an efficiency and tech consultant for RIAs) is a good route to consider. I'd be happy to take 30 minutes to help you try and find some ideas you could try on your own, based on the tools you have today and what you believe would be well received by the advisors.

@Teresa Burch, I'd love to hear more of your thoughts on some of the challenges your firm has had with Tamarac CRM. If you wouldn't mind sharing here, or we could schedule a few minutes. You can schedule a Zoom meeting from my LinkedIn page if that is preferred.