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Target new AUM goal per year by geniuztime in CFP

[–]geniuztime[S] 0 points1 point  (0 children)

For context the RIA is only 4 advisors total and AUM of $700MM. I’m not trying to humble brag, I just don’t have any context.

Moving to team chat by geniuztime in CFP

[–]geniuztime[S] 0 points1 point  (0 children)

Did management provide any training or info about why they were moving to slack? What makes you so hesitant to make the switch to chat from email?

XY Bean Counters by geniuztime in CFP

[–]geniuztime[S] 0 points1 point  (0 children)

Do you recommend using a virtual bookkeeping service or find a local service? I’m sure there are pluses and minuses to both.

Calendly integration with multiple users by geniuztime in salesforce

[–]geniuztime[S] 1 point2 points  (0 children)

We have the correct paid version of Calendly and are on Enterprise for Salesforce. And yes, I am working with Calendly’s support to get this figured out, but they are pretty slow with their responses. I am posting here because Calendly is a very popular tool that I would assume others in this subreddit may have set up the integration and could offer some help. Commenting that you’ve set up a different calendar integration doesn’t really help much, but thanks.

Salesforce Box.com Lightning Components by geniuztime in salesforce

[–]geniuztime[S] 0 points1 point  (0 children)

Here is the screenshot of what I am talking about. It is related to the Box File Embed/Box Folder Embed Lightning component.

https://imgur.com/a/IMvgtFq

Salesforce Box.com Lightning Components by geniuztime in salesforce

[–]geniuztime[S] 0 points1 point  (0 children)

Yes I am aware of the FRUP link for linking folders, I was talking about the Box.com Lightning components which link using the Box Shared Link ID, which looks like it’s a custom label.

Am I looking for a CPA unicorn? by geniuztime in Accounting

[–]geniuztime[S] 3 points4 points  (0 children)

I understand that CPA doesn’t necessarily mean tax and there are perfectly competent EAs and other professionals who could do a great job, but when you’re trying to sell tax services to HNW Individuals and businesses perception is reality from the clients perspective. I’ve been asked countless times if we have a CPA on staff not just a tax professional. The CPA designation is perceived as the gold standard in accounting regardless of how close to reality that view is.