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RIA Operators
1.1k members • Free
1 contribution to RIA Operators
Feb '24 •
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*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
1 like • 1d
@Samantha Whitford I'm in the Air Guard so I hear you loud and clear. We are focused on systems as well while using Redtail and Orion. Happy to help any way I can and learn from each other.
3 likes • 1d
Hi everyone, I'm Matt in Omaha, NE. I'm a newer advisor with operations experience at a larger firm. My first job is to tighten up our processes and systematizing everything we can. We use Orion, Redtail, and we are currently trying out Quin to increase efficiency. I'm interested in hearing how everyone is increasing their productivity and lowering their overwhelm with smo0th operations. I look forward to connecting with you.
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@matthew-smith-2884
Senior VP at Fairway Asset Management specializing in military officers and business owners, blending disciplined strategy with client-first planning.
Active 7h ago
Joined Feb 4, 2026
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