Dear RIA Operators Community, As we close out 2025, I want to share a renewed commitment to my professional development and to this community. I'll be honest – in the past, I've been that member who scans topics and occasionally drops into webinars when time permits. While I've gained value from these brief interactions, I recognize I haven't fully invested in the learning opportunities available here. That changes in 2026. As the founder of Grove Financial Group, a service-disabled veteran-owned firm serving families across the Gulf Coast since 1997, I'm committed to becoming a more effective adviser for my clients. My primary focus will be understanding how successful advisers are marketing to both new prospects and existing clients – what's working, what's evolved, and what strategies are driving real results in today's environment. I'm particularly interested in learning: - Effective client acquisition strategies that align with educational, value-first approaches - Best practices for deepening relationships with existing clients - Marketing systems and automation that enhance rather than replace the personal touch - How other advisers are positioning themselves in an increasingly competitive landscape I look forward to actively participating in discussions, attending webinars with intention, and contributing what I've learned from nearly three decades in financial planning. To each of you – Merry Christmas and here's to a prosperous 2026. I'm grateful for this community and the collective wisdom you all share. Leon Grove ChFC® RICP® Grove Financial Group Inc. Mobile, Alabama

Hi RIA Operators! Curious if anyone has made the switch from Morningstar to Black Diamond? If so how was your experience? Anything to keep in mind to make the transition as smooth as possible? Thank you in advance for any insights you are willing to share here! @Chris Holden

The holidays are a great reminder of what matters most: family, traditions, and community. ❤️ As we wrap up the year, we’d love to hear from you: 👉 What’s your favorite holiday tradition? Whether it’s baking cookies, watching a classic movie, traveling, or just unplugging and relaxing, share below and let’s spread some holiday cheer! 🎅✨

Does anyone have a national company they love for sending edible client gifts? We've been using iGourmet to send charcuterie to some of our top clients the last few years. However, their prices continue to go up and we are looking at other alternatives to stay within the gifting limit. I loved some of the feedback folks shared on @Kayla Berger's post about client experience and some gifts (Thanksgiving pies, college sweatshirts for parents of new students, etc.) and thought I'd try some sourcing beyond my Google searches.