Hi All! We are considering hiring a trader and centralizing our trading process (currently each advisor is doing their own trading). I was curious if any of you have a "trading" role and what other responsibilities you have that person manage outside of trading? With our current volume of trading, managing trades alone wouldn't be a full time position. Thanks!

Curious how other firms are handling service tracking in Wealthbox, specifically for clients who have Insurance, Estate Planning, or Tax Services either in-house or through a referral partner. The Accounts section feels like the natural home for this, but the field options are limited when it comes to anything beyond investment accounts, especially for Estate Plans (no will/trust type, document date, attorney info, etc.) and Tax Services (no return type, filing status, engagement level). We're weighing two approaches and would love to hear what's working in practice: 1. Custom Fields on the Contact Record via building out a service menu (checkboxes or dropdowns) to flag which services a client has. Clean and reportable, but potentially cluttered if you're tracking multiple service lines. 2. Note Templates + Note Tags via logging service engagement as a tagged note, which gives you more narrative context but may be harder to surface in reporting or segment from. Are there other approaches we're not thinking of? Would love to hear how your firm is making this operational, especially if you've landed on something that holds up at scale. Thank you!

We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇

Hey there, we are looking to upgrade our phone systems. Specifically, an option that works well for conferencing 4 or more people. Our current provider, MedTel, does not offer this option. We have also been battling a lot of spam calls. The spam filter MedTel said would help is not. We get at least 10 calls a day about our Google business listing 😵‍💫 We are considering Microsoft 365 Audio Conferencing and would love to hear any insights (good or bad) on this option. Please let me know your recommendations. Thanks!