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RIA Operators
1k members • Free
9 contributions to RIA Operators
Aug 28 •
New Client Onboarding
Does anyone provide anything to a new client? if so, what do you provide? We are looking to streamline our process. Often, clients like to receive something they can take home and refer to frequently. We are considering a branded folder with a communication piece, but what else should we include?
2 likes • 5d
We are working on a contact page now with photos and who to reach out to for what type of activity. We want it to be one streamlined page.
Dec '24 •
RMD workflow
Hello everyone. This is my first time using the chat. Does anyone have a workflow for RMDs that they can share? Thanks in advance.
1 like • Mar 6
@Aly Barnes We do all those things but not the high level WF. I will be creating that from your great cheat sheet. Thanks for sharing!
Jan 28 •
Transitioning from RedTail to Wealthbox
We are officially beginning the transition from Redtail to Wealthbox! If anyone has gone through this process before, please share any tips or insights that will ensure all our information is successfully transferred. Thanks in advance.
0 likes • Mar 6
@Kate Guillen This is great advice for RedTail users in general! Thanks for the reminder to keep data clean. This is an ongoing process. I have set as an Activity throughout the year, and I scrub if I'm in there doing similar things. :)
0 likes • Nov '24
We use Capital Group "home of American Funds". ;)
May '24 •
Value Call Friday - Compliance
We're looking forward to our Value Call this Friday focused on your compliance questions. Who's coming?? 🙋♀️ Katie Mogan with SEC Compliance Solutions is going to answer all of your questions and share her wisdom with us! If you have any questions about compliance ⬇️ comment them below ⬇️ Click here to join the call! Hope to see you there! 📆 Friday, May 3rd at 11 AM PST📆
0 likes • May '24
Kate Morgan! Here's a little diddy for you... https://youtu.be/fzicW33wT3E?si=S-A_klnUIh0ZmrBk
1-9 of 9
@julia-long-4059
I love a clean database.
I'm the GSD girl (Get Sh*t Done).
Active 5d ago
Joined Mar 14, 2023
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