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RIA Operators

Public โ€ข 823 โ€ข Free

2 contributions to RIA Operators
ProAdvisorSuite is live!!!
While I'm still involved with Simplicity Ops, as a separate business venture, I've been up to something really exciting for a few reasons: - help independent firms save money - helping to simplify the tech stack selection process - provide resources around integrations across the tech stack - ...and also to bring awareness to friends/colleagues that are working very hard to make awesome advisortech! Click here for the full announcement!
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New comment Oct '23
2 likes โ€ข Oct '23
Very exciting!
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 โ€ข Jul '23
๐Ÿ‘‹ Hello everyone, and a big thank you to @Joe Moss for the invitation! I'm Tessa, and my background spans advicetech and marketing. Recently, I embarked on an exciting journey with Optivice, an innovative debt management solution that equips financial advisory firms with a complete view of their clients' debt and actively tracks debt management goals. I'm happy to be part of this community and look forward to contributing to the conversations (reach out for any marketing tips too!). Additionally, Iโ€™m interested to learn how financial advisory firms are currently approaching debt management with their clients.
1 like โ€ข Sep '23
@Parker Ence Welcome!
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Tessa Elliott
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1point to level up
@tessa-elliott-6143
Head of Sales & Marketing at Optivice - a comprehensive and easy-to-use debt management solution for financial advisory firms.

Active 414d ago
Joined Jul 26, 2023
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