📆 Join us for a value call THIS FRIDAY 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?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. To join the call this Friday, please use this link. If you plan to attend, drop a "SUMMER" GIF in the comments below ⬇️ We look forward to seeing you there!

Does anyone have experience working with Pershing? What do you like or not like? Do they allow alternative investments on their platform? Thank you in advance for any feedback.

As an hourly financial planner, the functionality of Redtail is paramount to my productivity. However, for over a month, I have been unable to directly email attachments from the platform. Despite multiple attempts to rectify the issue with Redtail, zero progress has been made in resolving this matter. This limitation has become a substantial obstacle in my daily operations, compelling me to resort to cumbersome workarounds. Consequently, valuable time is being wasted, frustration is mounting, and efficiency is compromised. The prolonged duration of this fundamental functionality problem is concerning. It appears that the matter has not received the necessary attention or priority it deserves. I am frustrated beyond words and would like to drop Redtail... but of course, that will only create more issues and cost more time. I am curious if anyone else is experiencing issues with basic functions that are not being addressed by Redtail???

Hello fellow members! I am hoping to get some insight from each of you on your business and how you utilize PTO and other employee benefits. For an RIA firm with 10-20 employees, what types of PTO and other employee benefits do you offer? What is deemed "normal" and "Acceptable" PTO? Do you offer sick days in addition to PTO, do you offer maternity/paternity leave, do you offer remote work days for those that are required in office everyday? Do you other custodial sick days to care for young children or mental health days? I am trying to build a new and improved employee benefit package for our existing team and to use during our recruiting process. What other "benefits" do you offer employees to boost morale and improve the overall culture?

📆 Join us for a high-energy value call THIS FRIDAY at 11 AM PST focused on celebrating your wins and setting the stage for an amazing year ahead! Reflect on the lessons learned in the past year and share insights on how we can collectively grow and support each other in achieving our new goals. If you're new here, and wondering "What is a value call?" 👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. @Katherine Beltran and @Kate Guillen will be leading this discussion. To join the call this Friday, please use this link. If you plan to attend, drop a "Groundhog" GIF in the comments below ⬇️ (Because Friday is Groundhog day!) We look forward to seeing you there!