Hello everyone. This is my first time using the chat. Does anyone have a workflow for RMDs that they can share? Thanks in advance.

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!

Hi All, just wondering and sorry if this was already asked, anyone here use Hubspot as a fully integrated CRM?

Our firm is currently set up with 3 person advisor teams - Advisor, Associate Advisor and Operations associate. We are looking at moving to more of a front office (client facing) and back office (trading desk and account paperwork) operational structure. We use Redtail, Schwab and are currently migrating from Morningstar to Black Diamond. I am wondering if you have recently transitioned your operations in this way? I am also wondering if your firm uses Redtail, how do you assign activities to a trade desk or a back office where there are multiple people who would be working off of one queue. We currently only see functionality in Redtail to create activities and assign individual people (not a group). I appreciate any suggestions you may have.

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.