We are kicking around a client scheduling software. Who do you use and does it integrate easily with RedTail/Wealthbox? Who should we steer clear of?

We currently use eMoney, but are looking at adding the Orion stack to our Redtail. Does anyone have experience with Orion's planning software? Does it allow you to create life insurance illustrations?

I'm seeking feedback regarding the integration with RT and the Orion Advisor Dashboard. I called RT to see if they had an on-demand or live webinar to visually show the value of the collaboration, and they didn't, only a PDF. If you use this collaboration, please share if it has enhanced your firm.

Does anyone know the ratio of AUM to CSA? Prior to our CSA who left she was servicing $75,139,717.65. She felt overwhelmed. I was servicing $599,877,556.77 while also being on the management. Broker Dealer Ratio is 2.0MM in revenue to FA/CSA. Thank you.

As the last two months of the year bring a slow down in client meetings, I am curious what everyone's project list looks like! I know some teams pick up pace at the end of the year for TLH, but many use this slow period to wrap up things they hadn't gotten to yet. Or plan for next year. What is on your list?