We use Redtail CRM but are ready to move beyond its workflow system. Our biggest frustrations are maintaining workflow templates and the linear structure, particularly the inability to easily assign tasks for parallel processing. We’re considering, in order: 1. An overlay like Hubly while keeping Redtail 2. A separate task/project management system like Process.st 3. Moving to a different CRM altogether For anyone who has gone down one of these paths, what did you choose and how well has it worked? Particularly interested in Hubly experiences and other products we should consider.

We currently have one person scheduling essentially all client/prospect meetings for the firm, plus business meetings (COIs, vendors, etc.) for two partners. For scale, we have about 250 client relationships, $550M AUM, and 4 advisors. For firms of a similar size, how do you handle scheduling? Is one centralized scheduler reasonable at this scale, or do you divide it among team members/advisors?

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!

We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • 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 • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇

Happy Monday!! We're reevaluating our current VoIP provider (Vonage) and would love to hear what others are using. Looking for something reliable, good call quality, easy to manage. Would appreciate any feedback on what’s worked (or hasn’t) for your firm. Thank you!