The Core of your RIA Tech Stack

The book "Come Up for Air" by Nick Sonnenberg was recently recommended to me and it's really resonating with the work that we do. The tagline is "How Teams can Leverage Systems and Tools to Stop Drowning in Work."

He goes through 5 essential tool groups to running a business and I'll further explain tools that we would recommend:

📧 1. External communication - "Email should only be used for communicating with people outside your organization" i.e. prospects, clients, vendors, etc.

🙌 2. Internal communication - "Should be used for communicating with your team, not managing work" - that's what your CRM is for

✅ 3. Work Management Tool - "Should be used for getting work done"

📽 4. Knowledge Base Tools - "Answer standard questions: Who, What, Where, When, and/or Why?"

📝 5. Process Management Tools - "Answer the question How?"

So what tool should you use for each?

1. External communication - Email (Either Microsoft365 or Gmail - leaning towards Microsoft as our main recommendation)

2. Internal communication - Microsoft Teams

3. Work Management Tool - Redtail Technology or Wealthbox CRM

4. Knowledge Base Tool - Skool / Sharepoint

5. Process Management Tool - Workflows in Redtail/Wealthbox and Skool for more detailed instructions

Your CRM is the hub and where work happens. Skool and Sharepoint are where training and central file storage lives. All together they make up YourFirmOS.

The article below is dedicated to using Skool as the training portion of YourFirmOS:

https://www.linkedin.com/pulse/most-effective-tactic-available-joe-moss-

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