We are a fast growing firm and want to ensure we continue to provide white-glove service for our clients. However, we recognize that our service model needs to be adjusted for our lower-tiered clients. We send targeted blast emails based on niche tag groups (low-tiered clients with 529 accounts for education funding email), but was wondering what other RIAs have done to create automation for servicing this client segment.

Hi All, I was wondering if you have any best practice ideas around a challenge we face. Our advisors typically generate a list of tasks after meetings which will then be sent via email to our Client Support Team to start the workflows in WealthBox. Our challenge is that sometimes tasks are generated from email conversations and the handover between the adviser and the client support person is not always clear, resulting in workflows not getting started. Any ideas how to handle this better? Would it be better for the advisors to start the workflows and then have the first step assigned to client support or rather a template note in WealthBox with the client notes? Is there a way to close the loop to make sure that advisers can confirm everything has been done or is this where WealthBox Reports work best? Looking for some ideas to tackle this challenge. Thank you in advance

We have identified clients in Redtail by Tiers and Tier 4 which is clients under $50k we want to send and email/letter to serve as an Annual Review, does anyone have any examples? I have added their portfolio/model into the accounts fields, some of the newer clients also have their risk tolerance, time horizon, and objective identified in the know your client financial fields. Most clients brought on board prior to our adopting of Redtail in 2015 do not have the RT, TH and Obj fields identified

Anyone have task lists by position, like CSA, paraplanner, Advisor, etc? I'm building one out by position, role within position, EOS category (Leadership, Marketing, Sales, Operations, Finance), etc. Thought it would be helpful to hear what others have done.

This is an area I haven't really researched at all yet. For the independent folks out there with a few employees, what are you doing for health insurance?