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RIA Operators

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3 contributions to RIA Operators
OnceHub
Is anyone currently using OnceHub for scheduling? If so, what has been your experience with using it?
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New comment May 17
Wealthbox- Paper Preparation Tools
For those of you who use Wealthbox and use Schwab and/or Fidelity as a custodian, what do you use to prep paperwork? Are you using LaserApp or prepping directly at the custodians with their account opening tools? I appreciate any insight anyone has on this.
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New comment Feb 15
0 likes โ€ข Feb 15
@Andrew Ladwig thank you for sharing. I know we've used Fidelity's in the past and have had no issues, but my concern was more with Schwab since I have an Ops Associate who has about 8 years experience using Schwab and said their digital account opening tool isn't great, but may have improved. Any big hang ups you are seeing with Schwab's? We haven't had the best experience with them in general so I think they are more of our concern with it.
Calendar scheduling for teams
We're starting to look into using Calendly (or something similar) so that clients can schedule their own meetings based on our availability. When we've looked into this in the past, we weren't able to implement a solution like this because we typically have 2-3 colleagues in meetings with clients (advisor, paraplanner, sometimes tax specialist, etc). These teams are not always the same and certainly don't have the same availability on their schedules, so we need something that can look at dynamic groups of schedules, based on the client we are trying to get on the calendar, and only show availability that works for everyone. Has anyone had success with this? If so, will Calendly work or did you end up using something else?
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New comment Mar 1
0 likes โ€ข Feb 14
We currently use Calendly and it works great! Our client meetings have 2-3 team members in them and we've had no issues with utilizing Calendly for it.
1-3 of 3
Kayla Berger
1
4points to level up
@kayla-berger-4420
Operations Manager at a RIA/Hybrid office. Looking to simplify processes and procedures.

Active 237d ago
Joined Feb 13, 2024
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