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Simplicity Live:Event Advisors is happening in 10 days
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October Webinars
Check out the webinar lineup this month! Click the links below to register ⬇️ 📆 October 8th - Redtail Practice Management Takeover with @Kate Guillen 📆October 23rd - "Mastering Orion Advisor Tech" with Lisa Valentine 📆October 29th - "Understanding Your Numbers" with Track that Advisor
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New comment 23d ago
October Webinars
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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 23d ago
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Start Here
*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
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New comment 3d ago
November Value Call Cancelled
Hello everyone! Here is to hoping you all are staying healthy and sane during these crazy last few months of 2024. I did want to provide a brief update that we are cancelling the November Value Call originally scheduled for this Friday; however, stay tuned for more information as we will have some special guests for our December Value Call to wrap up the year nicely! Have a wonderful week!
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New to Redtail
I'm new to the RIA world and Redtail. Any pointers on best steps to follow to go from basic to complex is greatly appreciated. We use Redtail. We are a small RIA looking to grow rapidly and provide top notch client service/experience. Thank you! Marjorie
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New comment 5d ago
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