Hello! Our firm made the decision this week to switch to Wealthbox. Our current/soon to be old CRM is SmartOffice which is very antiquated. The style guide template is very helpful in prepping how we want to organize our data. My question to the group is how do you utilize/determine what's best to be a client category (ex Client - Tier 1) verse using a tag? Our firm has 3 different planning options, manage assets (some clients have planning some don't), and insurance only clients. Thinking through the best way to optimize categories and tags. Thank you for the insight!

Does anyone know the ratio of AUM to CSA? Prior to our CSA who left she was servicing $75,139,717.65. She felt overwhelmed. I was servicing $599,877,556.77 while also being on the management. Broker Dealer Ratio is 2.0MM in revenue to FA/CSA. Thank you.

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I am looking into hiring a virtual assistant to manage my email inbox and calendar. Does anyone have a great recommendation? Thank you!

We currently use a spreadsheet for annual review scheduling - Client by Month. As we grow this is not sustainable, obviously. What is helpful is that if they haven't scheduled their meeting we can go back and send additional reminders. In Redtail, I have set up a Keyword month for each client so I can generate a group to send a bulk email to invite them to schedule their meeting. What is the best way for me to track who hasn't scheduled so I can send reminders? Is there another field I can enter? It doesn't seem that tracking by Annual Review in Know your Client will work.