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RIA Operators

Public • 804 • Free

4 contributions to RIA Operators
Are client testimonials part of your 2024 marketing plan?
If so, then you're in for a treat! And if not, you should totally consider them. On January 12th, we've invited: - @Brian Thorp of Wealthtender - @Whit Lanier of Amplify Reviews and - @Andrew Johnson of Testimonial IQ to discuss all things reviews, testimonials, Google reviews, SEC compliance, etc. Two things: - Make sure to register and attend LIVE because this event will NOT be recorded: Click here to register - What questions would you like to ask them? Let's get the conversation going in the comments below. And... REGISTER HERE
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New comment Dec '23
2 likes • Dec '23
Looking forward to this event and answering everyone's questions! 😀
Anyone using Zapier tables?
I'm trying it today to keep track of answers to a Calendly form and a Squarespace form and Zap them to the Zapier table. Just interested if anyone else is using them and their experience.
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New comment Nov '23
1 like • Nov '23
I do. Not a big fan at this point. Admittedly, perhaps I didn't study enough how to use them most effectively and I do make them work for my needs at a basic level, but feel they could be improved or easier to use.
Job Posting: Community Manager for the AGC!
**AGC Career Opportunity** — Become our next rockstar Community Manager! 🎸 Are you passionate about building communities that help financial advisors grow both personally and professionally? The AGC™ - Advisors Growing as a Community, a safe, collaborative space for advisors to learn and grow alongside their peers, is currently looking for a dynamic, growth-minded Community Manager to join our leadership team. 👋 If you’re friendly, knowledgeable about financial advisor community needs, and ready to take on a rewarding role, we’d love to hear from you! 📅 Starting today through November 20th, we’re accepting resumes at team@advisorgc.com. Send yours along with a note on why you think you’d be a great fit as our next Community Manager. We can’t wait to hear from you! ➡️ To review the job description, go here: https://lnkd.in/gQJ4jfHk ❔Questions? Feel free to reach out to any of the The AGC™ leadership team members tagged in this post: @Brian Thorp Mallory Clouse Taylor Schulte, CFP®, Justin Castelli, CFP®, and yours truly @Diana Cabrices . 📣 If you know someone you think would make an amazing addition to our team, please share this post with them, or tag them directly below. Thank you! Originally posted here
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New comment Nov '23
1 like • Nov '23
Thanks for sharing, Joe! 😊
Testimonial IQ
Another advisor shared this with me. Looks interesting... https://www.testimonialiq.com/ I have a demo scheduled with them tomorrow and can share more if anyone's interested
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New comment Sep '23
2 likes • Sep '23
@Russ Thornton Interesting. Thanks for sharing. It's been really fascinating to see how various players are approaching the opportunity and how they're pricing their services. Maybe we need to quadruple the price of Wealthtender so we can compete on a more even playing field. 🤣
0 likes • Sep '23
@Russ Thornton But, of course! 😀
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Brian Thorp
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12points to level up
@brian-thorp-6917
Founder and CEO of Wealthtender.

Active 160d ago
Joined Feb 11, 2023
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