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RIA Operators
1k members • Free
26 contributions to RIA Operators
Jun 9 •
Gifts for Grads?
I'm curious if anyone gives gifts to clients' kids who are graduating high school and/or college as a way to get your name in front of the kids, help them start to understand some basic financial planning concepts, and build goodwill with your clients? If so, what gift(s) do you give? I'm especially interested in what books you might be giving. Two I'm considering are: • Get a Financial Life: Personal Finance in Your Twenties and Thirties • The Index Card: Why Personal Finance Doesn't Have to Be Complicated Thanks in advance!
0 likes • Jun 13
Definitely a great option, @Kate Guillen
1 like • Jun 16
Thanks, @Theo Katsoulis. I want to make sure I'm not straying into "Rich Dad, Poor Dad" territory ...
Aug '24 •
RingCentral + Redtail
Has anyone used the RingCentral/Redtail integration? I'd like to know more about how it actually works from someone with 1st-hand experience. Thanks in advance! https://corporate.redtailtechnology.com/new-integration-with-ringcentral
0 likes • Aug '24
I appreciate the response, @Louis Tranquilli! I'd heard about Intulse's Redtail integration, but Intulse is $42/user/month + $15/month for fax vs. RingCentral at $25/user/month (includes fax). That price difference is why I'm curious about how well the Redtail/RingCentral integration works.
Feb '24 •
Form CRS (Automation)
Curious if anyone has a process to track or send Form CRS when opening new accounts for existing clients. How do you ensure sure the Form gets sent out timely? Thank you. Brenda
3 likes • Feb '24
It doesn't work for every situation, but I've added a link to our Form CRS to all of my Calendly confirmation pages AND reminder emails. So, when a client schedules an appointment, they see the link at the confirmation page (see photo) AND I've also included language in the email reminders that are sent prior to their appointment so that, even if my assistant or I put in the Calendly booking for them (in which case they wouldn't see the confirmation page), they'll still get notifications "To view a copy of GWN Securities, Inc.'s Customer Relationship Summary form, please <link>click here</link>."
0 likes • Feb '24
You're welcome, @Brenda McCombs
Nov '23 •
Friday Nov 3rd Value Call - Topic: Communication
📆 Join us for our upcoming Value Call this Friday, November 3rd at 11am PST / 2pm EST 📆 The #1️⃣ reason clients leave advisors is poor communication. So, this month's topic of discussion is communication! ❓We'll dive into various aspects of communication, such as, internal communication, interactions with your leadership team, client communication practices, communication frequency, and proactive communication strategies. Bring your communication challenges and questions to the table! And if you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. The Simplicity Ops Team, @Kate Guillen, @Katherine Beltran and @Courtney Riggin will all be in attendance to help lead the discussion and answer any questions. To join the call this Friday, please use this link. If you plan to attend, drop a "November" GIF in the comments below ⬇️ We look forward to seeing you there!
3 likes • Nov '23
Looking forward to it!
2 likes • Nov '23
Thanks for hosting!!
Jul '23 •
What would you like to see in your Redtail experience?
Hello RIA Operators Community! We want to create the next version of Redtail with you involved. You are our avid users, supporters and we want to get insight from you. As we shape how Redtail should grow to support your business, we want to know what's most important to you. If you're not a current Redtail user, we want to hear from you too! Here's a quick survey to start the dialog, those interested can take it a step further if they want to sign up for new concept testing and more. https://t.maze.co/179110267?source=RIAOperators
3 likes • Jul '23
A few that immediately come to mind: 1) Form CRS tracker that can accept multiple inputs (since non-advisory accounts require the form for every single recommended transaction) 2) Age-based alerts (ex: these clients will be turning 59.5 in the next year or will reach RMD age in the next year) 3) Opportunities + workflows *actually* linked so that updates in the linked workflow automatically update the opportunity's status 4) An overall-improved UI that doesn't feel so 1990s or early 2000s 5) improved bulk email system (think MailChimp or Constant Contact) • schedule ahead (write it now, send it later) • actual formatting of text, insertion of photos, etc. • post-send data (open rates, clicks, unsubscribes, etc.) • automated campaigns based on "triggers" (ex: every time a contact's status changes from "prospect" to "client," they receive a welcome email without me having to go in and manually send it)
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