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RIA Operators
Public • 820 • Free
7 contributions to RIA Operators
May '23 in
Birthday Card Campaigns
Hi everyone! If you send out automated birthday cards to your clients, what software do you use for that? We were using MarketingPro but they got bought out by FMG and FMG's Birthday Card Campaign is a little too generic for what we're looking for. It would be really ideal if we could customize the message on the inside a bit and possibly choose the card design that is being sent out. Thanks in advance!
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New comment May '23
2 likes • May '23
@Marcella Toronto we do both handwritten and digital. I've never heard a client prefer one over another. It is a time vacuum to handwrite, but we feel it is more personal. We like having the digital too, in case a snail mail card gets returned for whatever reason; it's a built in fail safe.
Apr '23 in
Texting?
Are firms using Redtail Speak or other tools for texting with clients. If you are how are you archiving this information?
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New comment Jun '23
0 likes • May '23
We also use MyRepChat and link it to our existing business phone number.
May '23 in
Congrats to our May giveaway winners!
@Kevin Stephison @Marcella Toronto @Russ Thornton @Kelsey Storsved @Mark Hill @Kelly Allan @Lauren Linn @Jason Hurwitz @Rachel Tyson @Tony Krvaric Thanks for your participation and being active members in this community! Books to choose from: - LinkedIn Riche$ by John Nemo (book or audiobook) - Blend Out by Robert Sofia (book or audiobook) - Turning the Flywheel by Jim Collins (book or audiobook) Please direct message @Courtney Riggin on our team and let her know what book, what format (book or audiobook), and your address to send it to! Winners, check out the Monthly Book Giveaway Winners course in the Classroom for your RIA OS™ sneak peak!
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New comment May '23
1 like • May '23
Congrats!
Feb '23 in
RMDs in Redtail
Does anyone have an efficient system to track & manage RMDs (through Redtail or otherwise)? I have seen several methods using contact & account UDFs, but find that I'm still also using a trusty Excel spreadsheet to keep all of the intricacies straight. Would love a system that could also be easily accessed & understood by the rest of the office when clients call with RMD questions. Thanks!
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New comment Mar '23
0 likes • Mar '23
@Kate Guillen we currently put "RMD 20XX" as a UDF in Redtail, with the Yes/No option. This is where we identify when the RMD has been taken for the year. Redtail already has a template report for "Contacts by RMD" which is how we determine if they should get the UDF assigned to them. Does it make sense to also add the RMD Keyword to these clients, or is that overkill?
Jan '23 in
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
1 like • Feb '23
@Kelly Allan sounds like we are in similar situations!
2 likes • Mar '23
@Kate Guillen I chuckled while reading your comment. I feel like we are juggling all of those steps simultaneously as we look at our practice and growth potential. I am absolutely THRILLED that I've found this group, and I'm super excited about the resources that are available here. I'm scouring tons of info and absorbing as much as possible. Thank you for sharing your work and contributing to the success of others!
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@susan-conley-4179
Project Manager & Life Insurance Agent at Hoovler Financial.
Active 586d ago
Joined Feb 28, 2023
Ohio
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