Check out the webinar lineup this month! Click the links below to register ⬇️ 📆 October 8th - Redtail Practice Management Takeover with @Kate Guillen 📆October 23rd - "Mastering Orion Advisor Tech" with Lisa Valentine 📆October 29th - "Understanding Your Numbers" with Track that Advisor

Wealthbox users! @Katherine Beltran and @Kate Guillen are holding an open forum Q&A session THIS Wednesday‼️ This open forum webinar provides an opportunity to ask questions and discuss challenges your firm is facing related to Wealthbox, Operations, and Client Service. Register here > Webinar Registration - Zoom Please submit your questions ahead of time here > Wealthbox / Operations/ Client Service Questions (google.com) Hope to see you there!

Check out the webinar lineup this month! We are doing a little bit of everything from marketing and cybersecurity to Wealthbox and enhancing your client experience. Click the links below to register ⬇️ 📆 September 18th - Marketing 101 for Growth-Focused Advisors" with @Lauren Hong 📆September 19th - "Take Your Client Experience to the Next Level" with PreciseFP 📆September 25th - "Wealthbox + Ops + Client Service Q&A" with @Katherine Beltran & myself 📆September 26th - "Prevent Your Firm From Being Low-Hanging Fruit for Hackers" with @Orlando Hunter

We are putting together our webinar calendar for 2025! Are there any industry professionals that YOU would like to hear from? Or topics you'd like to be covered? Please add your ideas to the comments section and we will reach out to them and hopefully feature their expertise on one of our upcoming webinars!

📆 Join us for a value call TODAY at 11 AM PST. We will talk shop, catch up, answer questions and network! If you're new here, and wondering "What is a value call?" 👉Members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call today, please use this link. We look forward to seeing you there!