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RIA Operators
Public • 820 • Free
ProAdvisorSuite
Public • 293 • Free
7 contributions to RIA Operators
Mar '23 in
Video
What is everyone using for Video? We have Loom as I wanted to record our processes/workflows for training purposes, but I know some advisors using Bom Bom for client videos as they can track who opened. What are you using, and for which purpose or others I am not even thinking about yet? Appreciate the feedback.
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New comment May 30
0 likes • May 29
Just internally so far. Need to decide what we want to use going forward to start sending to clients.
Mar 13 in
Redtail Broadcast Email Troubles
I have a number of teams that use broadcast emails as a method of delivering the communications to clients annually - is anyone else having issues with sending broadcast emails since the new role out? We have a ticket open for several days but no response. -- Thanks
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New comment Sep 19
0 likes • Mar 18
This has been an issue for many months and I never get adequate answers from Redtail. I have opened numerous tickets and no real answer other than they are working on it and then they never follow up. I use it for my monthly newsletter and haven't had it reach all clients in over 6 months. Have been manually scrubbing outlook sent email to verify who received and who didn't to manage and it is extremely frustrating. If you get any answers please share and I will do the same.
Mar '23 in
Do you use a lead generation service?
There's a lot of lead generation services out there! I'm curious what your firm uses? What has/hasn't worked for you? I've used Lead Pilot and Smart Asset before, but just recently learned about Wealthtender and it seems like a good option! If you're interested and would like to try it out, I have a coupon code you can use for 50% off your first 2 months. Let me know!
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New comment Sep '23
0 likes • Mar '23
We use SmartAsset but would be interested in the 50% off offer. We have started Deft sales in last month and agree with Andrew it is just what we needed.
1 like • Aug '23
Marcella- Smart asset runs articles etc and gets people to provide some info that they then sell to you as a lead- cost varies depending on assets. They will call you and connect you live for additional $ or Deft will do it for you for less. I recently stopped using Smart Asset as not thrilled with quality lately and not looking to grow as much as past. They provide lead to 3 different advisors so quickness to calling etc is important.
Feb '23 in
Troubleshooting Redtail 500 errors
I've spoken to a couple insiders at Redtail this week and they are working on and researching the 500 errors. If you'd like someone to take a look at your specific database and when you're hitting 500 errors, reach out to: nicholas.krummen@orion.com. "Steps to troubleshooting a. CLEAR TEMP FILES The issue you are experiencing may be due to the information stored by your browser. Please try clearing your cache and cookies from within your settings and try again. I've included links for how to complete this for some popular browsers below. Internet Explorer Edge Chrome Firefox Safari b: Speedtest.net results (check your internet bill to make sure you are in the ballpark of what your plan says): 2. Restart Router/Flush DNS: https://help.redtailtechnology.com/hc/en-us/articles/203979350-How-to-Flush-DNS-on-a-Windows-PC 3. Switch user's default DNS to OpenDNS (208.67.220.220 and 208.67.222.222) OR Google Public DNS (8.8.8.8 and 8.8.4.4): https://use.opendns.com/ OR https://developers.google.com/speed/public-dns/docs/using 4. Perform a Trace Route and include results (https://help.redtailtechnology.com/hc/en-us/articles/203979340-Performing-a-Trace-Route):
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New comment Jun '23
0 likes • Mar '23
Looks like the issues I thought we solved 2 weeks ago are not resolved. Tried 3 times today to send out a newsletter through redtail and can't get all the contacts to even load without a 500 error. Will have to go back to Joe's recommendation and go through all the steps as the ones supplied by Redtail are not doing the trick. #FRUSTRATED##
2 likes • May '23
@Ted Toal I hear you Ted. I have walked through everything prescribed here multiple times and get 500 errors every day. Hate to switch but might be necessary in near future. Please keep me posted on what you find. Thanks!
Mar '23 in
Bank- High Yield options
Is anyone using high yield options for clients like maxmyinterest or flourish for advisors? Please share any feedback if so. I appreciate it. We are just digging into this and would like to hear from others rather than recreating the wheel if possible. Thanks all!
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New comment Apr '23
1 like • Mar '23
Thanks Joe- I did see that, but am hoping someone has some first hand experience with it. Love Kitces info, but someone that has actually used can offer some pros/cons that may not be in the article I hope.
0 likes • Apr '23
@Brad Mendel Thanks Brad fir the info. Much appreciated!
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Active 193d ago
Joined Feb 16, 2023
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