In our firm the three CSA all work on the entire book. We each have areas of expertise and we assign tasks to CSAs based on who is best equipped to handle the task which is sometimes a matter of who has the bandwidth at that point in time.

@Natalie Bergsma I really appreciate the nuance you bring to your answer. I think it really shows some of the complications that come up with "real" life.

@Merissa Davis That makes a lot of sense.

@Marcella Toronto We use Calendly. We've done different things over time depending on how separate the teams are. We had one solution that worked okay when there was a lot of overlap between alot of teams, and a different one now that the teams are more separate and distinct. We still have a lot of clients where the choice of who is going to sit second chair is made more last minute from a pool, which is a different complication. We also have some clients where the choice of who is going to sit second chair is fixed and that is when we use team meetings in Calendly to make sure everyone is available. I'm happy to show you what we've done. One complication with meetings in Calendly with multiple team members is you have to specify where the meeting is taking place while creating the meeting type. For individual advisor meetings Calendly lets the client choose when they Schedule. Again we've found different ways around this at different times. This takes a lot of time to set up initially, but has been very robust and useful for our office. As @Nick Stablein said we also make sure all of our advisors know how to set up a one time link if they need to. @Natalie Bergsma is definitely right the more teams you have the harder this will be to maintain. I'm really frustrated that Calendly doesn't have managed templates that can be pushed out across teams.

I certainly know that no one in my office had any suggestions for training for Ops role or conferences for Ops role, so I'd welcome the opportunity to have more direct interactions with others whose focus is more Ops. Now that the Schwab transition is done, taxes are done, and our new CSA has come on board, I might have the extra bandwidth to spend some more time here trying to make some of those connections.

I would love to be able to sort the my workflow tasks page by more than one columns. I find myself exporting to excel on a semi regular basis and that sort of defeats the purpose right there.

@Nikki Sweet One thing that's really strange on the my workflow tasks page is if you sort by the Workflow Name -- the individual tasks within a step don't stay together. Makes it really hard to read and process