What is a manageable number of relationships for a Client Service Associate (CSA) to service? Our CSA's help with all service for a clients, we have a separate team member who schedules all of our reviews. Thanks for your thoughts.

And secondly, can you have multiple people working in a spreadsheet/document at the same time without version issues? Here are the results from the recent Kitces study for comparison.

Hello RIA Operators Community! We want to create the next version of Redtail with you involved. You are our avid users, supporters and we want to get insight from you. As we shape how Redtail should grow to support your business, we want to know what's most important to you. If you're not a current Redtail user, we want to hear from you too! Here's a quick survey to start the dialog, those interested can take it a step further if they want to sign up for new concept testing and more. https://t.maze.co/179110267?source=RIAOperators

I’m curious to how most of you are handling setting up new accounts for new clients. We do an introduction meeting, and if the prospect is qualified, we move to a recommendation meeting during that meeting we present our strategies that can improve their situation. If they like the recommendation and are ready to move forward we have them fill out an intake form to gather all of the information we need to prepare the new account paperwork. We then schedule them for an onboarding meeting within 3-5 days. At the onboarding meeting we have all the digital apps prepared and they meet with our case managers and docusign all applications. Just curious if anyone might have a more efficient process.? Thank for any suggestions.

Is anyone using Redtail speak or text service to communicate with their clients and prospects? If so, have you found it to be an helpful?