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RIA Operators

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*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
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New comment 16d ago
2 likes • Jul 24
Greetings! What a great site to stumble upon, I look forward to digesting what's been discussed and shared to date. I'm a 30 year veteran of two independently owned RIAs in St. Louis, MO. If it's happened, I've been a part of it! In terms of CRMs we were ACT users for years (decades!), then went to Salesforce and quickly went to Wealthbox. I'm looking for more streamlined OMO workflow at the present time. And I need it to be integrated with APX!
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Roberta Maue
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3points to level up
@roberta-maue-6411
SVP, Director of Equity Trading & Portfolio Operations

Active 45d ago
Joined Jul 24, 2024
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