📆 Join us for a value call THIS FRIDAY at 11 AM PST. We will talk shop, catch up, answer questions and network! If you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call this Friday, please use this link. If you plan to attend, drop a "SUMMER" GIF in the comments below ⬇️ We look forward to seeing you there!

Wondering if there is a good RIA operational conference to attend?

Happy 1 year RIA Operators Community! A BIG shoutout to each of you for making this community such a great place to collaborate, learn and grow. To celebrate this milestone, we are offering a special discount! 📣10% off our Simplicity Experience - we will build out your CRM system, organize the data, teach your team how to use the system effectively, create processes to deliver a proactive client experience and write custom workflows. 📆Use this link to schedule a call and let's take your operations to the next level. *Offer only valid for the month of February

📆 Join us for a high-energy value call THIS FRIDAY at 11 AM PST focused on celebrating your wins and setting the stage for an amazing year ahead! Reflect on the lessons learned in the past year and share insights on how we can collectively grow and support each other in achieving our new goals. If you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. @Katherine Beltran and @Kate Guillen will be leading this discussion. To join the call this Friday, please use this link. If you plan to attend, drop a "Groundhog" GIF in the comments below ⬇️ (Because Friday is Groundhog day!) We look forward to seeing you there!

Post from Downtown Josh Brown this morning in case you haven't seen it elsewhere: "I need your mind to be open to the possibilities' Alphabet released the video below and its market capitalization immediately jumped by $90 billion. It’s a six minute demonstration that, unless you’re entirely devoid of imagination, will absolutely rock you back on your heels. Before I have you watch it (and you absolutely must), I want to explain why it’s so important." Read more...