We’re in the process of migrating from Redtail to Wealthbox. Currently, our advisor prefers to have our Activity Types set up by location (In Person, Phone, Zoom) rather than by meeting purpose. The reason for this is that we assign a specific color to each location, so when he looks at his calendar, he can immediately tell the meeting format just by the color—making his day easier to manage at a glance. However, this approach—combined with our use of GReminders—has resulted in over 40 event type templates, which makes scheduling more complex and increases the potential for errors. I’m looking for input on how other firms handle this: - Redtail users: How do you structure your Activity Types? Do you base them on location, purpose, or something else? Could you share your current list? - Wealthbox users: How do you set up your Meeting Categories? Would you be willing to share your list or approach? - Anyone using GReminders: How do you keep your scheduling process streamlined and error-free? My goal is to simplify our process, reduce the number of templates, and minimize scheduling errors—while still giving the advisor the calendar visibility he prefers. I’d really appreciate any best practices, sample lists, or tips you can share. Thank you in advance for your input!

Hi everyone, Quick question: What platform does your office use for clients to upload documents? Examples include Dropbox, ShareFile, TransferNow, etc. If you use something else, please let us know. Thanks!

Hello! We’re currently refining our Ops structure and looking to improve efficiency, and I’d love to get some input on a couple of areas: 1. We’re considering setting up a centralized “operations@...” email and a dedicated operations phone number for all client communication, rather than having messages come from multiple Ops Associates' emails/phone numbers. Does anyone use a system like this? What are the pros and cons? Have you run into any challenges — like emails getting missed — when managing a shared inbox? 2. We’re also working to better leverage activities/workflows in our processes (we use Redtail). For teams that use activities to manage requests between advisors and operations, how do you handle task delegation among multiple Ops Associates in a centralized operations structure?

What company/product do you use for email retention (compliance purposes) for an RIA that uses Microsoft 365 for Emails?

Are other RIAs doing anything for Employees for 1, 2, 3, and 4 Year Anniversaries and for the Milestone Anniversaries of 5, 10, 15, 20 and 25 years