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79 contributions to RIA Operators
CSA ratios to AUM in Servicing Clients
Does anyone know the ratio of AUM to CSA? Prior to our CSA who left she was servicing $75,139,717.65. She felt overwhelmed. I was servicing $599,877,556.77 while also being on the management. Broker Dealer Ratio is 2.0MM in revenue to FA/CSA. Thank you.
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New comment 11d ago
3 likes • Jun 28
Check out this Kitces podcast https://www.kitces.com/blog/eliza-depardo-consulting-moss-adams-human-capital-financial-advisor/ then I have attached the chart showing hiring at key points of revenue.
0 likes • 11d
@Brad Lineberger - this is the study i was talking about.
Follow us on Instagram!
Did you know Simplicity Ops is on Instagram? Follow us to stay updated on our latest news, team highlights, CRM tips & tricks, conferences, and more! Don't miss out on all the behind-the-scenes action – we’d love to connect with you there! 📲 Simplicity Ops (@simplicity.ops) • Instagram photos and videos
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New comment 27d ago
Follow us on Instagram!
1 like • 27d
@Joe Moss You never thought you would see the day!!
Help with Hiring Someone to manage my inbox and calendar
I am looking into hiring a virtual assistant to manage my email inbox and calendar. Does anyone have a great recommendation? Thank you!
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New comment Oct 13
0 likes • Oct 9
@Kristian Finfrock curious if you have recommendations. Then @Brad Lineberger I will reach out to others in my network to get the word out.
Redtail Review Reminders
We currently use a spreadsheet for annual review scheduling - Client by Month. As we grow this is not sustainable, obviously. What is helpful is that if they haven't scheduled their meeting we can go back and send additional reminders. In Redtail, I have set up a Keyword month for each client so I can generate a group to send a bulk email to invite them to schedule their meeting. What is the best way for me to track who hasn't scheduled so I can send reminders? Is there another field I can enter? It doesn't seem that tracking by Annual Review in Know your Client will work.
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New comment Sep 20
0 likes • Sep 11
@Eleza Miller You're very welcome :)
0 likes • Sep 20
@Thomas Higgins You gotta get an online calendar tool that syncs with RT.
2025 Webinars
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!
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New comment 25d ago
3 likes • Sep 20
@Katie Mogan Wanna do another webinar Q1 2025?? - @Courtney Riggin Let's make this happen. Gotta give the people what they want 🫡
1-10 of 79
Kate Guillen
5
324points to level up
@kate-guillen-1490
Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Active 12h ago
Joined Sep 30, 2022
Carlsbad, CA
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