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RIA Operators
1k members • Free
4 contributions to RIA Operators
22d •
Wealthbox and tracking client review meetings
Curious is anyone has a best practice for tracking client annual reviews. Here's what I'm doing: I have Tags for "Client Review: 1st half of year" and "Client Review 2nd half of year". I use these tagged groups in conjunction with an email template for reaching out to schedule their reviews. Also, when I set up a review I use the client category "Client Review" in the calendar--as a WB "Event". What I'd like to do from here, is periodically run a report that shows all of those tagged and who has the "Client Review" (WB 'event') set up, to see who I have and have not met with in that half of the year. I'd like to use this report to quickly find out who I need to track down and reach out to (since they haven't set up a 'client review' (event) with me yet). I can't seem to get the reports to do this for me. Thanks in advance!
2 likes • 14d
This is great, @Aly Barnes . Thanks for sharing! I need to digest this more.... I've been using tags and may have to change that to using the custom field (and probably why I can't see a great report on this.). Thanks again.
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 • 21d
@Aly Barnes Hi Aly, just seeing this video - really helpful! Do you have one for Wealthbox users by chance?
May 29 •
Curious: What CRM are you using — and why?
I’m exploring the advisor tech stack more closely and trying to get a sense of which CRMs are most commonly used in the RIA space. I’m specifically interested because I’m focusing on building automations for advisory firms — and I want to study the platforms you rely on most so I can create meaningful, time-saving workflows (think onboarding, follow-ups, reviews, etc.). Would love to hear what CRM you’re using (e.g., Redtail, Wealthbox, Salesforce, etc.), what you like/don’t like, and where you wish it worked better. Thanks in advance — this will help me focus my study and product development in the right direction.
0 likes • Jun 4
Hi Richard, just joined this community and saw your post. 20-year advisor, on my 3rd CRM. Last 10 years was on advisor engine, and JUST now am moving to Wealthbox. I'm a big fan of processes and ease of use, and I have to say I'm completely blown away by Wealthbox so far. I'm early yet, getting started, but I can say it is very easy to use, update, and from what I can tell to create tasks/workflows, etc. I especially like the way that tasks are organized so I can be efficient day to day, as well as how easy it links with email and my calendar. Hoping to learn more about WB as I go, but just wanted to let you know to give this a serious look-highly recommend. The other is Red Tail of course--many advisor friends I know use this and like it, although they have said that the worflows have limitations (not sure how exactly, but something to compare). Good luck!
0 likes • Jun 4
I'm new with it, but the workflows look great. You may want to check with them on a demo! :)
May 12 •
Looking for VoIP Provider Recommendations
Happy Monday!! We're reevaluating our current VoIP provider (Vonage) and would love to hear what others are using. Looking for something reliable, good call quality, easy to manage. Would appreciate any feedback on what’s worked (or hasn’t) for your firm. Thank you!
1 like • Jun 4
Highly recommend: https://www.axxessnetworks.com/
1-4 of 4
Active 11d ago
Joined Jun 4, 2025
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