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RIA Operators

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2 contributions to RIA Operators
Smartria
Hi, is anyone else using Smartria? My firm and I just started using it. We will be registering with the SEC soon.
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New comment Sep 23
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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New comment Feb 29
3 likes โ€ข Feb 29
Happy Leap Day, everyone! My name is Jae Hirzel and I am the Director of Client Services for Finley Wealth Advisors in Estero, Florida. I am fairly new to the RIA industry, I was recruited from Ameriprise Financial. I joined the community in hopes of connecting with peers who have experience in the industry, exchange ideas, and etc. Excited to be here!
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Jae Hirzel
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2points to level up
@jae-hirzel-2027
I am the Director of Client Services with Finley Wealth Advisors. During my free time I enjoy boxing, scuba diving, and traveling.

Active 38d ago
Joined Feb 28, 2024
Estero, Florida
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