Fellow RIAs, do you use file sharing other than RightCapital? If so, which (ShareFile, Egnyte, Box, etc.)? Seeking something easy for vendors/partners (tax firms, law offices, etc). @markcecchini @zachmelloh26 @camp_wealth @benjamindlake @stevedrost @jonluskin . Thanks much!

Any RIAs using @smartriaco , @riainabox , or @orionwealthtech for Compliance programs? Would like to hear and learn from your experience and preferences.

Update on 4Q 24 Financial Results @OntrakHealth ? Last was 11/01/24 for 11/13/24. Thanks in advance.

I lay my sins on your altar My pride, my fear, all the sins I perceive and the ones I don’t yet see. I place them on your altar with fear & trembling because of what I’ve done and with confidence and hope because of who You are. These are the only gifts I can offer you which are truly mine. I place them as an offering, knowing You will receive them, transform them and place them back in my heart as something beautiful, strong and tender. You place them there urging me to give them away, that they might grow stronger within me. This dynamic interchange is Life to me: It is faith. It is hope. It is love. Help me to do this often. Help me to do it with joy and peace, knowing nothing I make could ever challenge You, befuddle You or conquer Your love for me. Amen #talkedtotheboss

ISO existing group or FAs not part of a group yet to discuss and assist each other through common issues. Preferably RIAs. @CharlesSchwab as custodian helpful, but not mandatory. Not fully familiar with Mastermind groups. Been solo for nearly 20 years. Sounding boards help.

Any EAs or CPA on #TaxTwitter looking to make a move to a new firm? I am not looking for contractors. I need to fill W-2 role. Let's chat!

I hope they have a stable relationship<3

I have a potential client for someone. Small medical/therapy practice with multi-state needs. They've been using Bench. Said it wasn't great last year, and so he doesn't have much hope that this year will be better. Practice owner in Georgia, most of practice in DC/VA/MD.

If you have been let go by Bench, we are taking on business clients! We’ll handle your monthly accounting, tax prep, tax planning, and advisory! Come check us out! Cerulean-Tax.com

If any small business service professionals in Colorado affected by Bench are looking for a new bookkeeper/tax solution, I have openings this week: mntnwest.com

Matt Eberflus, Ryan Day, and Chip Kelly walk into a bar…..

Held away management…@Pontera, Absolute Capital, Future Capital. Advantages/disadvantages? Much appreciated.

Two grown men who had weightlifted rigorously just fought for 16 minutes with many breaks in between. It is reported that Laken Riley fought for 17 straight minutes with no breaks in between. Not a political post. Just a shoutout to the toughest woman I've never met.

Father, Be with all those who will die today. Forgive their sins, focus their hearts & prepare their souls. Grant them courage to trust Your love and mercy. Bless their loved ones with hope in the resurrection. Give each of us the wisdom to know that every day here could be our last and help us love fiercely & pray constantly as a result. Amen #talkedtotheboss

A wicked smart friend of mine was downsized recently along w many coworkers. Computer science engineer. Decades of data publishing and software development arena experience. Please shout if you are or know of an employer looking for such a skilled individual. Thanks!

Best time tracking app for RIAs? I'm aware of Toggl, but looking for another one or two for compare/contrast. Prefer to integrate with @RedtailCRM . Any notable company names you can pass along @MichaelKitces ? Just an owner/Advisor looking to continually improve.

The Tigers recently called up Justyn-Henry Malloy from the minors. He hit a home run as his first hit and this was his parents’ reaction. This is everything that’s great about sports.

Any CFOs seeking a new opportunity? A good friend of mine took over as CEO of a $1B company based in Detroit area. He’s assembling his own exec team. Needs a CFO. Base salary up to $500k plus potential 80% bonus. Not a remote position. I’m not a recruiter. Only connecting.

Best time tracker app/software? Either for solo projects or employee time.

There will never be another Ernie Harwell, but @jasonbenetti might just be the closest runner up of all time. #RoarOf24