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?

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!

*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!

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

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?