Good morning everyone: Question regarding certification/education training for incoming CSAs. To increase financial literacy and answer the "why" question surrounding the role, has anyone utilized any third party educational trainings? Like an FPQP certification course? As another example, I found a Client Service Certificate Program through Advisory Education Partners, but reviews were limited. Curious to hear what others firms are doing.

Hey all - I am banging my head against the wall with a few simple (in my opinion!) issues I can't seem to resolve related to setting up some Advyzon CRM workflows. Most of it has to do with triggering a workflow when a meeting is put on the calendar. Anyone experienced users out there willing to share 10min with me over Zoom or Teams?

Curious how others handle this - when you want to do proactive client outreach (not waiting for the annual review), how do you actually decide who to reach out to? Specifically: if you wanted to find, say, clients sitting on too much cash, or whose risk has drifted from where it should be, or who have a planning gap worth a conversation - do you have a clean way to pull that? Or is it digging through your CRM, your portfolio system, and your risk tool (Nitrogen or similar) separately and piecing it together in Excel? How do you find the right clients to reach out to at the right time? And once you know..say 10 clients or 50 clients, what is your process to actually reach out to them and take some action? Trying to understand whether this is a real friction for others. P.S. In full transparency, I was a COO for a large practice and we took proactive steps very seriously. To help us identify growth but also manage risk to our practice. Now, I am building a solution for this...but want to understand the reality of other advisor practices. @Kate Guillen if this is inappropriate, please remove. Not trying to ruffle any feathers

*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!

Does anyone have experience with using the Global Relay app for text and intraoffice instant message archiving? We recently switched phone providers to Zoom and they have a native chat platform that is simple and intuitive. We'd like to use it for intraoffice communication, but we need it to be archived. We also currently use MyRepChat for client texting (with Global Relay monitoring). We're somewhat limited in options by our B/D, so I reached out to Global Relay and they (of course) recommended their all-in-one solution. Curious if anyone has any experience using it for internal communication.