Having a Virtual Assistant: A Key to Growing Your Firm
In today's fast-paced financial industry, successful firms are constantly seeking ways to streamline their operations, increase productivity, and provide superior client service. One powerful solution is hiring a virtual assistant.
Should Your RIA Firm Choose a Niche? (The Answer Is Yes!)
To niche or not to niche… that is the question so many RIAs struggle to answer.
Streamlining Operations And Workflows With The CRM As The Hub
No more fire drills, no more balls dropped, no more reinventing the wheel each and everyday– everything is in one centralized place which reduces stress and friction in the firm.
What Is an “OS” and Why Is It Critical for RIAs to Optimize?
OS, which is short for “operating system,” is technology talk for systems and frameworks that are implemented in order to help businesses run better.
Task Template Recommendations (Wealthbox)
Here is a list of our recommended Task Templates to use in Wealthbox
Here’s What it’s Like Working With Simplicity Ops
As you consider which path forward is the right one for your firm, you may find it helpful to hear how Simplicity Ops has helped others in a number of different ways.
Effective delegation: How to leverage your team's strengths and improve efficiency
Effective delegation: How to leverage your team's strengths and improve efficiency
Billing Workflows / RIA 3yr Projected P&L
Most firms dread running client fees and know that their fees and contracts are not in order.
A Guide to Understanding Redtail Tools
Your CRM is the beating heart of your operating system. When it’s utilized effectively by your team members, your CRM has the power to transform inefficient practices into manageable workflows.
How to Get Your New Hire Started in Redtail
This is a guide to help your new employee get started with Redtail
Track That Advisor - Prospect & Production tracking in Redtail
Interested in setting up your TTA pipeline tracking in Redtail for easy export to their trackers?
Upgrading Your RIA Operating System for 2023
Here’s a look at the importance of your operating system and what you can do to shore up your systems and meet those growth goals for 2023.
Redtail Notification Preferences
Limiting the number of notifications your team receives is important.
Bento Engine
Bento Engine tracks the ages of the contacts in your CRM and creates activities when your clients/prospects reach certain ages. Within that task it provides content to reference and use in your client/prospect communication.