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RIA Operators

Public โ€ข 804 โ€ข Free

5 contributions to RIA Operators
How to Find Experienced Talent
I am looking into different resources of how to best recruit for client service associate positions? What forums do you use for applicants? Are you using a recruiting service, indeed or linkedin?
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New comment May 15
PTO/ employee benefits
Hello fellow members! I am hoping to get some insight from each of you on your business and how you utilize PTO and other employee benefits. For an RIA firm with 10-20 employees, what types of PTO and other employee benefits do you offer? What is deemed "normal" and "Acceptable" PTO? Do you offer sick days in addition to PTO, do you offer maternity/paternity leave, do you offer remote work days for those that are required in office everyday? Do you other custodial sick days to care for young children or mental health days? I am trying to build a new and improved employee benefit package for our existing team and to use during our recruiting process. What other "benefits" do you offer employees to boost morale and improve the overall culture?
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New comment Apr 1
0 likes โ€ข Mar 26
@Marcella Toronto Thank you for that info! Hoping to hear from more firms on the variety of what is offered
0 likes โ€ข Mar 28
@Natalie Bergsma Thank you for this. My firm is all located in one office. We are trying to bridge the gap from what we currently are offering to entice new talent and to enhance those already part of the firm. We do offer education incentives for further development. We follow the standard wallstreet/federal holidays. What other perks do firms give employees on the average day? Are lunches or any other in office perks given?
Automate Wealthbox Workflows with GReminders
For this community only: Wealthbox users who switch to GReminders in the month of September - GReminders will buy out your current scheduling software contract! Just reference this community group (RIA Operators) on signup! GReminders is continuously updating our platform to serve Financial Advisors better. Automating Wealthbox Workflows seemed like a no-brainer! Now, you can launch your meeting workflows automatically, and the best part is, that it's done with a simple dropdown field making the automation easy! Schedule with me HERE: https://app.greminders.com/c/xeaira/riaoperators to learn more about this update or for a FREE demo on GReminders!
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New comment Sep '23
Automate Wealthbox Workflows with GReminders
0 likes โ€ข Sep '23
I am currently looking into using Greminders for our firm. we utilize an apple calendar and not directly with Redtail. is there a way to integrate our current calendar system with GReminders? Who utilizes the calendar direct with redtail and how do you do so with multiple advisors?
Quik! Forms vs. LaserApp vs. PreciseFP
I'm interested in anyone's experience with each of these. What have you used, or if you've used more than one, which do you prefer? https://precisefp.com/forms-tool-comparison-chart/
Poll
18 members have voted
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New comment Sep '23
0 likes โ€ข Sep '23
we are currently using preciseFP as a intake form for potential new clients. what is the best form and set of questions to send out to prospects prior to scheduling a first meeting? what information are other RIAs asking for prior to a first meeting to see if this prospect has the potential to be a valuable client?
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
6 likes โ€ข Mar '23
Hello! Thank you for the add. I am in Las Vegas. I have joined this group to gain more knowledge and perspective for the RIA CRM world
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Nicole Penner
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14points to level up
@nicole-penner-2135
Nicole Penner Director of Operations

Active 152d ago
Joined Feb 17, 2023
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