Intro and shout out · RIA Operators

Intro and shout out

Hi Everyone, just wanted to introduce myself and say thank you to Kate and Joe for letting me in here. Kate was a great consultant for us so I am glad to meet others who work with her (or are considering it). In our office, we are definitely grappling with Redtail, Zapier, eMoney, Calendly, Zoom... Superhuman... Mobile Assistant... Outlook... ugh. My head hurts just thinking about all of them. It's an entire job just keeping up with the applications. Of course, I've got clients too... and sales...

4 comments