*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!

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.

Please state your number one challenge in your practice. For instance, is it marketing, practice management, or compliance, etc.

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.

You’re not the only one. Most firms inherit years of half-built templates, unclear task names, and communication patterns that no one remembers creating. The result? A system that technically exists but isn’t actually usable. What your team needs isn’t more templates. They need usable templates. Here’s where to start: • Standardized naming conventions - so everyone speaks the same internal language. • Clear role delineation - because tasks without owners are tasks that never get done. • Templated internal communication - to eliminate the guesswork and the back-and-forth. If your task management system feels inconsistent, chaotic, or overly dependent on memory, it’s not a you problem. It's a template problem. Clean templates create consistency. Consistency creates trust. And trust is the foundation of a scalable firm. If you’re tired of rebuilding tasks every time you onboard a client, fix it at the template level. We put together a free template guide to help you standardize the right way.