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Simplicity Live: SEO 101 is happening in 18 days
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October Webinars
Check out the webinar lineup this month! Click the links below to register ⬇️ πŸ“† October 8th - Redtail Practice Management Takeover with @Kate Guillen πŸ“†October 23rd - "Mastering Orion Advisor Tech" with Lisa Valentine πŸ“†October 29th - "Understanding Your Numbers" with Track that Advisor
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New comment Oct 18
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 Oct 18
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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 15d ago
2025 Veres/T3 Tech Survey!
Not the results, I know... I was amped about diving into them. But this is the step before the results, where you take the survey about the tech you're using in your firm. Email from Bob: "Good afternoon. Once again, Joel Bruckenstein and I are conducting our technology survey, asking what programs and services you’re using in the fintech universe, and what you think of them. We’re hoping to get 5,000 responses this year. You’re invited to participate on behalf of your firm. Here’s the link: https://www.surveymonkey.com/r/ZXZWH6L As always, the results and writeup will be made available for free to all respondents and the community at large. We think it’s a great resource; we actually think taking the survey provides an education into what’s new and what’s out there these daysβ€”including some of the new AI applications. Best, Bob Veres Inside Information http://www.bobveres.com "
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New comment 23h ago
building an advisortech stack from scratch...
πŸ€” Advisors & Operators: If you were building a tech stack from scratch and money was no issue, what would you choose? ▢️ Think: scalable, HNW Here are some common categories to get you started: - Custodian - CRM - Portfolio Management / Performance Reporting - Financial Planning - Document Management - Investment Data / Analytics - Fee Billing - Compliance - Communications Archiving - Risk Tolerance - Data Gathering - Scheduling - Retirement Planning - Tax Planning - Estate Planning - Healthcare / Medicare Planning - Insurance Planning - Liability Planning - Charitable Planning - Advice Engagement - Proposal Generation - Voice / Texting - Cybersecurity - Held-Away Assets - Identify Theft - Note-Taking - Email Newsletter - Prospecting - Lead Generation - Video Meetings - Team Communication - Email Hosting - Email Overlay - eSignature - Firm Valuation / Benchmarking (feel free to copy this list and post your picks in the comments below)
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New comment 1d ago
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