Pinned
Feb '24 •
Start Here
*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!
7h •
Right Capital + Asset-Based LTC
I just found that Right Capital does not have the capability to add an asset-based long-term care policies to clients' profiles 🤯 Has anyone found a workaround in RC?
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1d •
Client Identity Verification via SMS OTP
Our firm is working on strengthening our cybersecurity and would like to implement an identity verification tool to use with clients. With the increase in hackers using A.I. to impersonate voices and spoof phone numbers, we would like to use a tool to send clients a SMS verification code when they call in with requests and verify the code. We found Twilio Verify, but after digging more into the tool, it seems that it is just an API tool that requires you to code it into an existing website/app or use 3rd party vendors with it. It just seems much more complex than we would prefer. I would love to see what other RIA firms are doing to verify client identities and what tools are being used for SMS OTP verification.
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9d •
Food gift baskets for client gifts?
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.
3d •
Why Every New Hire Needs a 30-60-90 Day Plan
Bringing on a new team member? You need a simple 30-60-90 Day Success Plan. When new hires know what’s expected, they ramp up faster and feel more confident. Here’s the structure: • 30 days: Learn your systems, culture, and tools • 60 days: Contribute with support • 90 days: Take ownership with confidence Each phase should include goals, KPIs, and a clear path for feedback. Start by whiteboarding the plan, then document it as a workflow in your CRM so nothing slips through the crack. Your new hire doesn’t need guesswork, they need clarity. We’ve included a draft plan to help you kick things off.
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