Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
What is this?
Less
More
Memberships
RIA Operators
Public • 804 • Free
ProAdvisorSuite
Public • 293 • Free
PreciseFP User Community
Private • 114 • Free
6 contributions to RIA Operators
Dec '23 in
Six Minutes That Will Change Everything
Post from Downtown Josh Brown this morning in case you haven't seen it elsewhere: "I need your mind to be open to the possibilities' Alphabet released the video below and its market capitalization immediately jumped by $90 billion. It’s a six minute demonstration that, unless you’re entirely devoid of imagination, will absolutely rock you back on your heels. Before I have you watch it (and you absolutely must), I want to explain why it’s so important." Read more...
2
8
New comment Dec '23
1 like • Dec '23
Very exciting. Just added Google Duet to our workspaces over the weekend. I expected more functionality around being able to reference files. Exciting times
Oct '23 in
CSA Efficiency
I’m wondering if anyone is monitoring Client Service Associate efficiency using WealthBox reports, potentially workflows or tasks closed? We have a small team and I want to find a balance between motivating people but also somehow measuring output to know where to train / direct.
2
3
New comment Oct '23
0 likes • Oct '23
@Joe Moss that makes sense. Did you share the info with your team or was it more to know when you needed more resources?
Oct '23 in
What’s the best email manager
I’m currently looking for some opinions on email Managers I would appreciate some feedback on what people are using. Outlook, Gsuite, Spark, etc . Thanks for any feedback
0
3
New comment Oct '23
2 likes • Oct '23
@Brian Quaranta if you run a team and collaboration is important, check out Front.com If it’s only you then I’d suggest Spark, although Superhuman is great if you had a lot of emails and are on the go.
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
1
14
New comment Oct 2
1 like • Sep '23
@Alexander Sanford Thank you, I completely agree. Part of our challenge is the gap between creating the meeting note in the CRM and then kicking off the tasks or workflows. It doesn't happen often but we have no fail-safe in case a task has been missed from the meeting notes.
Sep '23 in
Webinar: Elevate Your Leadership & Team Performance
What would your team members say about you as a leader? We teamed up with @Natalie Bergsma of BeyondFA and surveyed 100 advisors and teams to better understand leadership in advisory firms. Join us THIS Thursday, September 7th to gain invaluable insights into the profound impact of your leadership on team success, acquire proven strategies for fostering team growth and development, and revolutionize your perspective on cultivating A players within your team. Register Here ➡️ Webinar Registration - Zoom
3
8
New comment Sep '23
2 likes • Sep '23
@Courtney Riggin Thank you for sharing, the webinar and toolkit is so valuable.
1-6 of 6
@louis-van-der-merwe-6215
Financial Planner & Practice Owner in Cape Town, South Africa
Active 13d ago
Joined Aug 16, 2023
powered by