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RIA Operators
Public • 804 • Free
ProAdvisorSuite
Public • 293 • Free
39 contributions to RIA Operators
Sep '23 in
Advisor to Associate Task Handover Process
Hi All, I was wondering if you have any best practice ideas around a challenge we face. Our advisors typically generate a list of tasks after meetings which will then be sent via email to our Client Support Team to start the workflows in WealthBox. Our challenge is that sometimes tasks are generated from email conversations and the handover between the adviser and the client support person is not always clear, resulting in workflows not getting started. Any ideas how to handle this better? Would it be better for the advisors to start the workflows and then have the first step assigned to client support or rather a template note in WealthBox with the client notes? Is there a way to close the loop to make sure that advisers can confirm everything has been done or is this where WealthBox Reports work best? Looking for some ideas to tackle this challenge. Thank you in advance
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New comment Oct 2
1 like • Sep '23
We have a Senior Advisor a Financial Planner and Client Service in the meeting. The client service is responsible for taking notes in the meeting. From the notes the Financial Planner does the Mobile Assist and the responsibility is the Client Service to task out the meeting tasks to the appropriate person. We haven't had a problem. All tasks go into Redtail.
0 likes • Oct 2
@Rachel Tyson Yes everything is in Redtail including the notes. If the name of the client is not picked up that is the only time it would not flow through and all you have to do is copy and paste. We just canceled our subscription with Zocks. It did not pick up tasks or important meeting facts from the meeting.
Sep 18 in
Tax Planning
Anyone recommend tax planning software for financial advisors
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New comment Oct 26
1 like • Sep 25
We are using Holistiplan and are having great success with clients sending their taxes.
Sep 17 in
Health Insurance for RIAs?
This is an area I haven't really researched at all yet. For the independent folks out there with a few employees, what are you doing for health insurance?
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New comment Sep 20
1 like • Sep 17
Acrisure - Is the Health Care Broker we use.
Sep 9 in
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 Oct 18
4 likes • Sep 11
How to create a training manual for CSAs and CFPS.
Sep 11 in
What E&O broker do you use?
Golsan Scruggs, Box Professional, Ryan Insurance Strategy Consultants... And carrier? Travelers, Markel, Hartford, Chubb?
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New comment Sep 19
1 like • Sep 11
Hartford is who we use.
1-10 of 39
@lisa-bacon-1177
I am the Director of Client Services. Interested in growing the Business and Client Experience.
Active 21h ago
Joined Feb 15, 2023
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