Out of what you shared, here are my top choices: CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations And I second a webinar on AI Agents + workflows!

@Tim Minert Thanks for the recommendation!

@James Cantwell Thank you for sharing this resource!!

Hey all! I'm Allie, a solo RIA owner and operator based out of Denver, CO and serving all 50 states. I focus on holistic, flat-fee financial planning for business owners and high-income tech execs. We also offer asset management for our clients who want more of a complete DFY experience. I have a very unique and diverse background, and I bring former skills from Trauma-Informed Care and social-emotional intelligence into the planning process. Money is emotional, and emotions drive behavior. Behavior directly impacts a client's ability to make progress - or not! So we optimize our clients emotional relationship with money so we can get serious about optimizing the rest of their plan :) I also work extensively with business owners, diving into their business financials (think FCFO lite) to ensure their business can support the execution of their personal plan. And if it can't? I help them spot opportunities to free up cash flow (think margins, operating efficiencies, restructuring debt, etc) . My biggest pain point right now is streamlining my operations thru AI and more integrated workflows so that I can keep scaling. I am actively looking for tech wizards who are well-versed in the financial space to help me with this! Connect with me on LinkedIn