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RIA Operators

Public โ€ข 804 โ€ข Free

4 contributions to RIA Operators
GReminders...
Does anyone have personal experience transitioning to GReminders? I would love some feedback as to what your experience was like with setup, rollout, and what your client & Advisor feedback has been. We have Redtail and are considering GReminders because they integrate with RT and have been approved by our B/D. Thanks in advance!
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New comment Feb 12
4 likes โ€ข Feb 1
@Ryan Sheppard The big differentiator after viewing the demo is the integration to CRM (we use Redtail). When individuals use GReminders to schedule an appointment, it will create a profile for that person in the CRM if they don't already exist there, GReminders will pull from the nickname field for more personalized reminder messages, kick off workflows, sync directly to CRM calendar, a lot of really impressive features when compared to Calendly which is what we use now.
0 likes โ€ข Feb 6
Thank you so much!
New Client Welcome Gifts
Would love to hear new ideas for new client welcome gifts. We've done some combination of logo tote bags, Yeti tumblers, books, socks, bound notebooks, etc. Any suggestions for items your new clients have enjoyed?
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New comment Feb 5
1 like โ€ข Jan 30
Hi Diane, we started pulling together our own themed and curated new client and referral gift boxes including all locally sourced products. For example, our honey & tea box has local honey in cute jars, beeswax candles or other products from a local bee keeper, a honey drizzler, and a box of tea. We also have an olive oil box which has locally made olive oil, vinegar, a small wooden bowl and a package of bread dipping spices. For some reason, people seem to like local products and we enjoy support local businesses. We opted not to gift branded marketing type products they probably won't use, and instead send them really nice consumable products they hopefully will enjoy with a branded/personalized thank you card. Also, we found that the brown crinkle paper to arrange gifts in the box, wrapped in white tissue paper and a customized logo sticker make the gift box look like something you could spend a lot more for to have a vendor put together. So far, the gifts have been very well received. It just takes a little leg work up front to find the local vendors and products we like and that fit within our budget, then a little experimenting with getting the gift boxes put together in a cute way.
KitcesGPT
I created a customGPT bot and loaded it with the Kitces.com sitemap and uploaded the four research studies on: - AdvisorTech - FP Process - Marketing - Wellbeing If you'd like to check it out, here's the link
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New comment Nov '23
KitcesGPT
1 like โ€ข Oct '23
I like it, thanks!
Intro
Hello! A big thank you to Martha Shaw for introducing me to this group. Looking forward to cleaning tips, tools and best practices for our firm. 1. Where are you from? Raised in Utah, been in Texas since 2009 2. Why did you join this community? Introduced by Ops Mgr Martha Shaw 3. What project are you currently focused on? Working toward utilizing Redtail to full extent including Implementing electronic document storage/imaging, note templates, workflows and automation - Establishing Client Service Workflow and SOPs.
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New comment Jul '23
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Jeneca Milton
2
9points to level up
@jeneca-milton-6419
Operations Supervisor for Family Wealth Counseling

Active 290d ago
Joined Jul 14, 2023
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