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RIA Operators
Public • 804 • Free
10 contributions to RIA Operators
Sep 3 in
September Webinars
Check out the webinar lineup this month! We are doing a little bit of everything from marketing and cybersecurity to Wealthbox and enhancing your client experience. Click the links below to register ⬇️ 📆 September 18th - Marketing 101 for Growth-Focused Advisors" with @Lauren Hong 📆September 19th - "Take Your Client Experience to the Next Level" with PreciseFP 📆September 25th - "Wealthbox + Ops + Client Service Q&A" with @Katherine Beltran & myself 📆September 26th - "Prevent Your Firm From Being Low-Hanging Fruit for Hackers" with @Orlando Hunter
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New comment Sep 23
1 like • Sep 11
Looking forward to this! See you all next week on 9/18!
Jul 30 in
Web Consultant Familiar with RIAs?
I'm looking for a web/tech consultant who can review the communications systems we use and clean them up so they integrate better. We need someone who will actually do the work of improving/updating the integrations (web forms, email list, etc.) and not tell us what to do. We use Redtail CRM, Zoom, Mailchimp, Advisorstream, MyRepChat (new), TwentyoverTen (website only) and Calendly. We also use Advyzon for portfolio/billing and Calendly. I think we can greatly improve how these all work with each other, we just don't have the broad knowledge across the different platforms to make it happen. Does anyone have a consultant or internal employee we can hire to help us?
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New comment Jul 30
2 likes • Jul 30
Hi Terry - We can help. About 70% of our active client base is RIA firms. If you're interested in chatting, don't hesitate to send a message to hello@outandaboutcomm.com or you can check out our website here - http://outandaboutcomm.com/
Apr 16 in
Branding/Marketing Questions
Hey All!! Does anyone have a branding expert that they love? And website designer they love? Would love any and all recommendations! Thank you!
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New comment May 15
0 likes • May 6
Dropping our name here too - https://www.outandaboutcommunications.com/ About 70% of our active client base are RIA firms. Have done a TON of branding and marketing projects. Just hit 11 years in business.
Apr 24 in
Archive Systems compliant with SEC
I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.
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New comment Sep 20
0 likes • May 6
A handful of our clients use Smarsh Email Archiving. It sometimes unlinks from websites and platforms. And you have to filter out it from Google Analytics. Or you tracking goes haywire (bc it sends a ton of bots to your website to scan and google thinks it's users).
May 2 in
SEO
Does anyone have a good recommendation for someone who specializes in SEO for financial advisors?
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New comment May 6
1 like • May 6
Tossing our name in the hat - http://outandaboutcomm.com/
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@lauren-hong-7444
Hello! I’m Lauren, CEO of Out & About Communications, a full-service marketing agency built for financial services clients.
Active 62d ago
Joined Nov 20, 2023
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