Are other RIAs doing anything for Employees for 1, 2, 3, and 4 Year Anniversaries and for the Milestone Anniversaries of 5, 10, 15, 20 and 25 years

Curious how others handle setting up client records for employees in RedTail. As a perk, all of our employees are assigned an Advisor and their accounts and financial plan are managed by an Advisor. My thoughts are to create two separate records in RedTail, one as an employee record under our company and the other as a client. The permissions for the client record would only be assigned to the Advisor. Curious how others handle this to keep the employee finances confidential. Thanks in advance for your feedback. Brenda

Dear RIA Operators Community, As we close out 2025, I want to share a renewed commitment to my professional development and to this community. I'll be honest – in the past, I've been that member who scans topics and occasionally drops into webinars when time permits. While I've gained value from these brief interactions, I recognize I haven't fully invested in the learning opportunities available here. That changes in 2026. As the founder of Grove Financial Group, a service-disabled veteran-owned firm serving families across the Gulf Coast since 1997, I'm committed to becoming a more effective adviser for my clients. My primary focus will be understanding how successful advisers are marketing to both new prospects and existing clients – what's working, what's evolved, and what strategies are driving real results in today's environment. I'm particularly interested in learning: - Effective client acquisition strategies that align with educational, value-first approaches - Best practices for deepening relationships with existing clients - Marketing systems and automation that enhance rather than replace the personal touch - How other advisers are positioning themselves in an increasingly competitive landscape I look forward to actively participating in discussions, attending webinars with intention, and contributing what I've learned from nearly three decades in financial planning. To each of you – Merry Christmas and here's to a prosperous 2026. I'm grateful for this community and the collective wisdom you all share. Leon Grove ChFC® RICP® Grove Financial Group Inc. Mobile, Alabama

Hi RIA Operators! Curious if anyone has made the switch from Morningstar to Black Diamond? If so how was your experience? Anything to keep in mind to make the transition as smooth as possible? Thank you in advance for any insights you are willing to share here! @Chris Holden