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 👇

We’re in the process of migrating from Redtail to Wealthbox. Currently, our advisor prefers to have our Activity Types set up by location (In Person, Phone, Zoom) rather than by meeting purpose. The reason for this is that we assign a specific color to each location, so when he looks at his calendar, he can immediately tell the meeting format just by the color—making his day easier to manage at a glance. However, this approach—combined with our use of GReminders—has resulted in over 40 event type templates, which makes scheduling more complex and increases the potential for errors. I’m looking for input on how other firms handle this: - Redtail users: How do you structure your Activity Types? Do you base them on location, purpose, or something else? Could you share your current list? - Wealthbox users: How do you set up your Meeting Categories? Would you be willing to share your list or approach? - Anyone using GReminders: How do you keep your scheduling process streamlined and error-free? My goal is to simplify our process, reduce the number of templates, and minimize scheduling errors—while still giving the advisor the calendar visibility he prefers. I’d really appreciate any best practices, sample lists, or tips you can share. Thank you in advance for your input!

Hi everyone! Question regarding Calendly. Currently, my COO is having issues with her Calendly account synching with her Outlook calendar. Rather than synching with her own calendar, it continuously maps to another colleague's calendar. We have tried completely deleting her account and reregistering but for some reason that didn't even work. Our IT is stumped and Calendly support is very limited and not so helpful. Anyone experience something like this? My thought is it could be linked to shared calendars.

Hello! We’re currently refining our Ops structure and looking to improve efficiency, and I’d love to get some input on a couple of areas: 1. We’re considering setting up a centralized “operations@...” email and a dedicated operations phone number for all client communication, rather than having messages come from multiple Ops Associates' emails/phone numbers. Does anyone use a system like this? What are the pros and cons? Have you run into any challenges — like emails getting missed — when managing a shared inbox? 2. We’re also working to better leverage activities/workflows in our processes (we use Redtail). For teams that use activities to manage requests between advisors and operations, how do you handle task delegation among multiple Ops Associates in a centralized operations structure?

Does anyone use an iPad - I am wondering what is the best option for notetaking? We use AI but I also like to take some handwritten notes as well. If you've found any other helpful things with work productivity using the iPad - would love to hear!