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RIA Operators
Public • 756 • Free
ProAdvisorSuite
Public • 293 • Free
37 contributions to RIA Operators
7d ago
in
2025 Webinars
We are putting together our webinar calendar for 2025! Are there any industry professionals that YOU would like to hear from? Or topics you'd like to be covered? Please add your ideas to the comments section and we will reach out to them and hopefully feature their expertise on one of our upcoming webinars!
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New comment 5d ago
1 like • 5d
How to create a training manual for CSAs and CFPS.
5d ago
in
What E&O broker do you use?
Golsan Scruggs, Box Professional, Ryan Insurance Strategy Consultants... And carrier? Travelers, Markel, Hartford, Chubb?
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New comment 3d ago
1 like • 5d
Hartford is who we use.
25d ago
in
Client Service Experience
Does anyone have a Client Service Experience Model they have? I have done a ton of reading and it states that a Firm needs to have a Client Service Model first and then from there you build out the CX? Any thoughts on this topic. Thank you.
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New comment 4d ago
0 likes • 21d
Thank you so much Kate.
1 like • 17d
@Natalie Bergsma Thank you so much
18d ago
in
Carrier/Custodian Integrations with Redtail - HELP!
I am looking for a way to get more accounts to download into Redtail. Does anyone know if Jackson, Equitable, Lincoln has the ability to integrate with Redtail?
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New comment 7d ago
1 like • 18d
I have not been able to get those integrated with Redtail but I did with Orion.
27d ago
in
Charles Schwab Study
Has anyone seen the Charles Schwab Study for 2024?
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New comment 25d ago
1 like • 25d
@Katie Bomher Thank you so much for this. If anyone needs Fidelity I can drop it here.
0 likes • 25d
@David DeCelle Thank you so much. If anyone needs Fidelity I can drop it here.
1-10 of 37
@lisa-bacon-1177
I am the Director of Client Services. Interested in growing the Business and Client Experience.
Active 4h ago
Joined Feb 15, 2023
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