Is anyone on here a Schwab client and also the person in the office doing the trading? In light of the pending fees for not-held orders handled by the block desk, we've had some calls with Schwab, watched the video and have started learning about the algos that can be used as a free option for the not-held orders. However, the training from Schwab is still somewhat limited and we are trying to get a full grasp of the algos. As a smaller firm, we don't have a dedicated person whose only job is trading and I'm trying to figure out how to best incorporate the trading algos as part of what we do for best execution without it taking over the rest of my job responsibilities. Thanks in advance for any input!

Does anyone have a national company they love for sending edible client gifts? We've been using iGourmet to send charcuterie to some of our top clients the last few years. However, their prices continue to go up and we are looking at other alternatives to stay within the gifting limit. I loved some of the feedback folks shared on @Kayla Berger's post about client experience and some gifts (Thanksgiving pies, college sweatshirts for parents of new students, etc.) and thought I'd try some sourcing beyond my Google searches.

I use Redtail. It's been a struggle to get my account feeds set up correctly. Is it better to just manually enter, then update account balance information periodically?

Good morning, @Nikki Whittle 's question this week about Tier 4/Servicing level clients has prompted me to do some crowdsourcing. What best practices/procedures are folks using for clients you're no longer looking to service? Example - account that was opened 10 years ago, significant percentage of balance has been distributed. Based on current account balance, advisor can offer little/no value and client could be served having a retail account and not paying management fees. Now, the account falls significantly below portfolio minimum and advisor's business has continued to grow over time. Client isn't engaged/communicative. Thanks in advance for any thoughts, suggestions, letter templates, etc.

Because we do Simple IRAs, we have a lot of small, under $50k clients. We call them Tier 4 and those we are reactive and send them a letter once a year, identifying their risk tolerance, time, horizon and what portfolio they are in. I'm looking for the best way to get that to the clients by email securely. We use Redtail, we have GReminders, and FMG Marketing Suite. Anyone with any input would be great. Last year I used a plug in for Outlook but it turned the text to rainbow color.