Hey there, we are looking to upgrade our phone systems. Specifically, an option that works well for conferencing 4 or more people. Our current provider, MedTel, does not offer this option. We have also been battling a lot of spam calls. The spam filter MedTel said would help is not. We get at least 10 calls a day about our Google business listing 😵‍💫 We are considering Microsoft 365 Audio Conferencing and would love to hear any insights (good or bad) on this option. Please let me know your recommendations. Thanks!

I'm looking for feedback on the use of an activity template vs. workflow in RedTail specifically in small offices. I see huge value in workflows for larger offices where one person takes the call from a client who requests a distribution and someone else is the one to place the trades and someone else actually processes the money movement request, etc.. Does the same value exist for a small office to use workflows? Right now I'm using an activity template with the different pieces in there and think it meets our needs but I also don't want to overlook a feature if it will have a huge impact. Thanks in advance for any feedback!

Good morning all! @Kate Guillen I'm wondering if you or your team—or someone in the community—might be able to help us out. We're looking for a person or firm who can evaluate how we’re currently using our staff, review our processes and tasks, and help us figure out how to operate more efficiently. Over the last 6-ish years, we've grown from 3 staff members to 7. Task allocation has been a “best effort” approach, but we know we can do better. For example:Right now, we have four different staff members handling different investment servicing tasks. It's getting confusing—for the advisors, the team, and our clients. To make matters worse, some of us use workflows, others use task/activities, and a few aren’t using the CRM for task tracking at all. (Don’t even get me started on that—maybe hearing it from someone other than me will finally make it stick!) We’re hoping to find someone who can help us: - Evaluate our current staffing and task distribution - Make recommendations on how to best align roles with skill sets - Help us implement a more streamlined, consistent system - Kate, I’m not sure if this is something you all do, but I figured you might have some resources or referrals. Thanks in advance for any insight or direction!

Does anyone know an RIA that is using "Tandem" by Advisor360°

Good afternoon everyone and happy Good Friday. I’m looking to gather some input on best practices for securely sending and receiving client PII. Up until now, our firm has primarily used password-protected PDFs and secure upload links for exchanging sensitive client information. However, we’ve recently upgraded our Microsoft subscription, which now includes encrypted email capabilities. After confirming with compliance, we’ve been advised that this method meets regulatory standards as well. I’m curious what methods other advisors here are using. - Do you have a preferred method for sending/receiving PII? - Have you adopted encrypted email as a standard, or do you stick with portals or password-protected docs? - Any tips or best practices you’ve found helpful in communicating securely with clients? Thanks in advance for your input—I really appreciate learning from this community.