Feb 5 in General discussion
🥳1 Year of RIA Operators!
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.
*Offer only valid for the month of February
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🥳1 Year of RIA Operators!
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