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RIA Operators

Public β€’ 837 β€’ Free

3 contributions to RIA Operators
Friday Dec 1st Value Call - Topic: Cleaning and Organizing Your Database for 2024
πŸ—“οΈ Don't miss our Value Call happening this Friday, December 1st, at 11 am PST / 2 pm EST! πŸ—“οΈ Get ready to kick off 2024 with a fresh start! Having a well-organized database is crucial for optimizing your practice's efficiency. ❓Come prepared with your questions about contact organization (statuses, categories, keywords, UDFs), database cleanup strategies, generating accurate reports, and more. πŸ“£As a bonus for attending the Value Call, you'll receive our exclusive Quarterly CRM Maintenance Workflow. Don't miss out on this valuable resource! And if you're new here, and wondering "What is a value call?" πŸ‘‰On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. The Simplicity Ops Team will be in attendance to help lead the discussion and answer any questions. To join the call this Friday, please use this link. If you plan to attend, drop a "December" GIF πŸŽ…πŸŽ„πŸŽ in the comments below ⬇️ We look forward to seeing you there!
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Kevin Stephison
Kelly Allan
Courtney Riggin
Lisa Bacon
Kate Guillen
New comment Dec '23
Friday Dec 1st Value Call - Topic: Cleaning and Organizing Your Database for 2024
4 likes β€’ Nov '23
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LEA - data extraction and planning opportunity generation
Came across this tool recently - it reminds me of a Holistiplan lite of sorts. Some quick bullet points: - Streamline data entry into financial planning software - Rename and organize client documents and statements according to the firm's naming convention - Generate financial planning opportunities using AI, and populate existing systems with that data (e.g. CRM) This tool is still in development, but it looks promising! Any questions, reach out to @Max Klein
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Chesky Deutsch
Max Klein
Alex Gassner
Garrett Harper
Joe Moss
New comment Nov '23
LEA - data extraction and planning opportunity generation
0 likes β€’ Nov '23
This sound very cool, there is a company that does it already, I am blanking on the name. The reason why I didn't like that company is because the recommendations are coming from them. I wish that the tool should read the data but allow me to edit and create my own templated recommendations.
0 likes β€’ Nov '23
@Max Klein FPalpha
Start here
Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
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Joe Moss
Katherine Beltran
Russ Thornton
Jc Graham
Jae Hirzel
New comment Feb '24
4 likes β€’ Oct '23
Hi, I am Chesky Deutsch from Brooklyn NY. I joined this community to collaborate with other advisors and firm owners to learn and share practice management and tech options. I currently working on systemizing our process and tech.
1 like β€’ Oct '23
@Rich Walker thanks for sharing.
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Chesky Deutsch
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11points to level up
@chesky-deutsch-1082
Financial Planner @CSD Financial

Active 151d ago
Joined Oct 11, 2023
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