{"version":"https://jsonfeed.org/version/1","title":"RIA Workflows","home_page_url":"https://riaworkflows.com","description":"RIA Workflows","author":{"name":"RIA Workflows"},"items":[{"id":"what-advisors-can%E2%80%99t-afford-to-miss-in-the-next-transfer-cycle","html_content":"

There’s a version of wealth transfer that lives in charts, forecasts, and industry headlines.

","url":"https://riaworkflows.com/the-ops-whisperer/f/what-advisors-can%E2%80%99t-afford-to-miss-in-the-next-transfer-cycle","title":"What Advisors Can’t Afford to Miss in the Next Transfer Cycle","date_modified":"2026-03-24T19:00:00Z"},{"id":"playbooks-not-panic-a-better-approach-to-cx","html_content":"

Thoughtful CX is easy to admire and much harder to systematize.

","url":"https://riaworkflows.com/the-ops-whisperer/f/playbooks-not-panic-a-better-approach-to-cx","title":"Playbooks, Not Panic: A Better Approach to CX","date_modified":"2026-03-18T22:45:58Z"},{"id":"why-%E2%80%9Cgoing-slow%E2%80%9D-is-still-a-winning-ops-strategy-in-the-age-of-ai","html_content":"

🐍 The Viper in Your Pocket

","url":"https://riaworkflows.com/the-ops-whisperer/f/why-%E2%80%9Cgoing-slow%E2%80%9D-is-still-a-winning-ops-strategy-in-the-age-of-ai","title":"Why “Going Slow” Is Still a Winning Ops Strategy in the Age of AI","date_modified":"2026-03-02T19:00:00Z"},{"id":"why-%E2%80%9Chiring-help%E2%80%9D-doesn%E2%80%99t-mean-%E2%80%9Chands-off","html_content":"

There’s a moment in every meaningful build where you have to do the thing you’ve been avoiding.

","url":"https://riaworkflows.com/the-ops-whisperer/f/why-%E2%80%9Chiring-help%E2%80%9D-doesn%E2%80%99t-mean-%E2%80%9Chands-off","title":"Why “Hiring Help” Doesn’t Mean “Hands Off\"","date_modified":"2026-02-12T19:00:00Z"},{"id":"tenderloin-service---hot-dog-volume","html_content":"

There’s a moment in every high-touch advisory firm where the service model gets ahead of the operating model.

","url":"https://riaworkflows.com/the-ops-whisperer/f/tenderloin-service---hot-dog-volume","title":"Tenderloin Service - Hot Dog Volume","date_modified":"2026-02-07T21:00:00Z"},{"id":"the-garden-behind-the-glass","html_content":"

How high-performing platforms are engineered—and why your ecosystem always starts with people.

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-garden-behind-the-glass","title":"The Garden Behind the Glass","date_modified":"2026-02-03T17:00:00Z"},{"id":"design-the-spillway-surge-planning-for-tax-season","html_content":"

Why White-Glove Service Requires Surge Planning (Especially in Tax Season)

","url":"https://riaworkflows.com/the-ops-whisperer/f/design-the-spillway-surge-planning-for-tax-season","title":"Design the Spillway: Surge Planning for Tax Season","date_modified":"2026-01-27T13:00:00Z"},{"id":"clean-lists-aren%E2%80%99t-sexy-%E2%80%94-but-they%E2%80%99re-the-difference-between-sign","html_content":"

Most advisory firms don’t have a marketing problem.\nThey have a data hygiene problem.

","url":"https://riaworkflows.com/the-ops-whisperer/f/clean-lists-aren%E2%80%99t-sexy-%E2%80%94-but-they%E2%80%99re-the-difference-between-sign","title":"Clean Lists: The Difference Between Signals and Noise","date_modified":"2026-01-20T15:00:00Z"},{"id":"the-%E2%80%9Cunder-seen-moments%E2%80%9D-widows-remember","html_content":"

(and How Advisors Can Show Up)

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-%E2%80%9Cunder-seen-moments%E2%80%9D-widows-remember","title":"The “Under-Seen Moments” Widows Remember","date_modified":"2026-01-17T22:00:00Z"},{"id":"from-client-to-sponsor-the-most-important-workflow-i-ever-built","html_content":"

Most people think “workflows” live inside CRMs, checklists, and SOPs.

","url":"https://riaworkflows.com/the-ops-whisperer/f/from-client-to-sponsor-the-most-important-workflow-i-ever-built","title":"From Client to Sponsor: The Most Important Workflow I Ever Built","date_modified":"2026-01-14T21:00:00Z"},{"id":"the-disc-engagement","html_content":"

What a DiSC engagement looks like, what you get, how long it takes, and how it supports retention, growth, and succession readiness.

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-disc-engagement","title":"The DiSC Engagement","date_modified":"2026-01-05T23:00:00Z"},{"id":"small-changes-could-have-big-impacts","html_content":"

USPS recently clarified something that’s easy to miss but matters a lot when a deadline is involved. In most everyday life, that’s no big deal. But for time-sensitive items — tax returns, Medicare paperwork, insurance or...

","url":"https://riaworkflows.com/the-ops-whisperer/f/small-changes-could-have-big-impacts","title":"Small Changes Could Have Big Impacts","date_modified":"2025-12-30T02:00:00Z"},{"id":"you-can%E2%80%99t-%E2%80%9Cnot-be-hr%E2%80%9D-when-you-have-people","html_content":"

Most advisors I know aren’t just running client relationships.

","url":"https://riaworkflows.com/the-ops-whisperer/f/you-can%E2%80%99t-%E2%80%9Cnot-be-hr%E2%80%9D-when-you-have-people","title":"You Can’t “Not Be HR” When You Have People","date_modified":"2025-12-16T20:00:00Z"},{"id":"crm---your-firms-your-single-source-of-truth","html_content":"

\"If it isn't in CRM, it didn't happen.\"

","url":"https://riaworkflows.com/the-ops-whisperer/f/crm---your-firms-your-single-source-of-truth","title":"CRM - Your Firm's Your Single Source of Truth","date_modified":"2025-12-10T14:00:00Z"},{"id":"multiply-your-impact-this-holiday-season","html_content":"

As I work through the Chartered Advisor in Philanthropy, (CAP®) curriculum, one theme keeps coming up over and over again:

","url":"https://riaworkflows.com/the-ops-whisperer/f/multiply-your-impact-this-holiday-season","title":"Multiply Your Impact this Holiday Season","date_modified":"2025-12-01T23:37:06Z"},{"id":"g2-isn%E2%80%99t-just-a-kids-courtesy-account","html_content":"

The next 15 years will force a relationship handoff—either by design or by default.

","url":"https://riaworkflows.com/the-ops-whisperer/f/g2-isn%E2%80%99t-just-a-kids-courtesy-account","title":"G2 Isn’t Just A Kid's Courtesy Account","date_modified":"2025-11-29T14:00:00Z"},{"id":"why-templates-and-checklists-are-your-bffs","html_content":"

In high-tech operations, we’re often sold the idea that mastery = gut instinct + bespoke execution. The reality? Humans are fallible, especially under pressure, complexity, or distraction. That’s not a knock against oper...

","url":"https://riaworkflows.com/the-ops-whisperer/f/why-templates-and-checklists-are-your-bffs","title":"Why Templates and Checklists Are Your BFFs","date_modified":"2025-11-18T11:00:00Z"},{"id":"service-matrix-as-your-os","html_content":"

Segmenting clients to protect experience, measure true cost-to-serve, and scale through pressure seasons

","url":"https://riaworkflows.com/the-ops-whisperer/f/service-matrix-as-your-os","title":"Service Matrix as your OS","date_modified":"2025-11-07T21:00:00Z"},{"id":"hiring-without-the-hangover","html_content":"

Operationally Sound Ways to Bring on Talent Without Breaking Your Practice

","url":"https://riaworkflows.com/the-ops-whisperer/f/hiring-without-the-hangover","title":"Hiring Without the Hangover","date_modified":"2025-11-05T15:00:00Z"},{"id":"it-isnt-%E2%80%9Cbuying-software%E2%80%9D-%E2%80%94-it%E2%80%99s-designing-how-you-operate","html_content":"

RIAs don’t fail at tech because they pick “bad” tools. They fail because they skip the requirements, process design, and adoption work that turns tools into outcomes.

","url":"https://riaworkflows.com/the-ops-whisperer/f/it-isnt-%E2%80%9Cbuying-software%E2%80%9D-%E2%80%94-it%E2%80%99s-designing-how-you-operate","title":"It Isn't “Buying Software” — It’s Designing How You Operate","date_modified":"2025-10-28T22:00:00Z"},{"id":"what-to-do-when-the-cloud-sneezes","html_content":"

What the AWS Outage Teaches RIAs About Tech Interdependence

","url":"https://riaworkflows.com/the-ops-whisperer/f/what-to-do-when-the-cloud-sneezes","title":"What to do When the Cloud Sneezes","date_modified":"2025-10-19T14:00:00Z"},{"id":"why-human-first-cx-is-the-future","html_content":"

Talking about money has never been easy. In today’s culture, conversations about finance often share the same taboo space as politics and religion — charged, personal, and flatly, avoided. Roughly 3 in 5 U.S. adults are...

","url":"https://riaworkflows.com/the-ops-whisperer/f/why-human-first-cx-is-the-future","title":"Why Human-First CX is the Future","date_modified":"2025-10-15T20:00:00Z"},{"id":"%E2%9A%A0%EF%B8%8F-advisor-registrations-during-government-shutdowns","html_content":"

If you manage an investment adviser firm registered (or are planning to register one) with the U.S. Securities and Exchange Commission (“SEC”), a U.S. federal government shutdown has serious operational ramifications. Wh...

","url":"https://riaworkflows.com/the-ops-whisperer/f/%E2%9A%A0%EF%B8%8F-advisor-registrations-during-government-shutdowns","title":"⚠️ Advisor Registrations During Government Shutdowns","date_modified":"2025-10-01T12:00:00Z"},{"id":"leadership-sets-the-tone-change-stalls-where-commitment-does","html_content":"

When it comes to new initiatives — whether it’s a system implementation, workflow redesign, or firmwide process overhaul, one truth never changes:

","url":"https://riaworkflows.com/the-ops-whisperer/f/leadership-sets-the-tone-change-stalls-where-commitment-does","title":"Leadership Sets the Tone: Change Stalls Where Commitment Does","date_modified":"2025-09-26T13:00:00Z"},{"id":"%E2%80%9Cone-site-one-story%E2%80%9D-builds-trust-loyalty-brand-authority","html_content":"

In the RIA space, it’s easy to fall into the trap of sending clients to 'easy to use resources'— to your custodian, your performance portal, your CRM’s client view, your scheduler, your newsletter link, your social feeds...

","url":"https://riaworkflows.com/the-ops-whisperer/f/%E2%80%9Cone-site-one-story%E2%80%9D-builds-trust-loyalty-brand-authority","title":"“One Site, One Story” Builds Trust, Loyalty & Brand Authority","date_modified":"2025-09-19T17:00:00Z"},{"id":"to-do-better-focus-on-what-you-do-well","html_content":"

Here’s a quick thought experiment:

","url":"https://riaworkflows.com/the-ops-whisperer/f/to-do-better-focus-on-what-you-do-well","title":"To Do Better, Focus On What You Do Well","date_modified":"2025-09-12T18:00:00Z"},{"id":"why-projects-fail-%7C-understanding-rework","html_content":"

Every year, organizations launch ambitious cost-cutting initiatives. And every year, most of them fail. Within two years, savings often vanish, processes revert, and more than just the original vision gets lost.

","url":"https://riaworkflows.com/the-ops-whisperer/f/why-projects-fail-%7C-understanding-rework","title":"Why Projects Fail | Understanding Rework","date_modified":"2025-08-29T15:00:00Z"},{"id":"how-to-find-your-ideal-client","html_content":"

Starting out as an independent financial advisor, you probably took on all types of clients—a great-aunt, college friends, a golfing buddy. But a few years down the road you might have noticed that you enjoy working with...

","url":"https://riaworkflows.com/the-ops-whisperer/f/how-to-find-your-ideal-client","title":"How to Find Your Ideal Client","date_modified":"2025-08-15T19:00:00Z"},{"id":"how-disc-prevents-team-fracture-during-transitions","html_content":"

Transitions amplify stress, misreads, and conflict. DiSC gives teams a common language to stay aligned, especially during growth, hires, and succession.

","url":"https://riaworkflows.com/the-ops-whisperer/f/how-disc-prevents-team-fracture-during-transitions","title":"How DiSC Prevents Team Fracture During Transitions","date_modified":"2025-08-08T15:00:00Z"},{"id":"what-is-lead-management","html_content":"

Leads are the lifeblood of your pipeline and potential future revenue. However, you must manage those leads with care, otherwise they won’t convert into prospects or clients. Lead management is the art of shepherding lea...

","url":"https://riaworkflows.com/the-ops-whisperer/f/what-is-lead-management","title":"What is Lead Management?","date_modified":"2025-08-01T22:00:00Z"},{"id":"to-every-lover-of-checklists","html_content":"

Because “too many tools, not enough flow” doesn’t have to be your reality.

","url":"https://riaworkflows.com/the-ops-whisperer/f/to-every-lover-of-checklists","title":"To Every Lover of Checklists ","date_modified":"2025-07-18T19:00:00Z"},{"id":"crm-lead-management-%7C-leading-horses-to-water","html_content":"

CRM lead management refers to capturing, tracking, and nurturing potential customers using a CRM (Customer Relationship Management) system. CRMs are designed to manage lead and customer interactions throughout their life...

","url":"https://riaworkflows.com/the-ops-whisperer/f/crm-lead-management-%7C-leading-horses-to-water","title":"CRM Lead Management | Leading Horses to Water","date_modified":"2025-07-03T16:00:00Z"},{"id":"the-ops-whisperer%E2%80%99s-guide-to-gifting-your-team","html_content":"

Recognition that actually lands (and doesn’t accidentally make people cringe)

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-ops-whisperer%E2%80%99s-guide-to-gifting-your-team","title":"The Ops Whisperer’s Guide to Gifting Your Team","date_modified":"2025-06-25T03:00:00Z"},{"id":"common-abbreviations-%7C-glossary","html_content":"

What is a Statement of Work (SOW)?

","url":"https://riaworkflows.com/the-ops-whisperer/f/common-abbreviations-%7C-glossary","title":"Common Abbreviations | Glossary","date_modified":"2025-06-20T15:00:00Z"},{"id":"transform-your-practice-from-the-inside-out","html_content":"

Running an advisory practice means wearing a lot of hats: client service, compliance, operations, and growth all at once. That often leaves little time to fine-tune the inner workings of your business.

","url":"https://riaworkflows.com/the-ops-whisperer/f/transform-your-practice-from-the-inside-out","title":"Transform Your Practice from the Inside Out","date_modified":"2025-06-06T15:00:00Z"},{"id":"how-systems-create-space-for-humanity-in-client-experience","html_content":"

There’s a moment every advisor knows well.\nA client reaches out because something feels “off.”\nNothing is broken. No crisis. Just… discomfort.

","url":"https://riaworkflows.com/the-ops-whisperer/f/how-systems-create-space-for-humanity-in-client-experience","title":"How Systems Create Space for Humanity in Client Experience","date_modified":"2025-05-23T16:00:00Z"},{"id":"the-ops-whisperer%E2%80%99s-guide-to-%E2%80%9Cgifting-occasions%E2%80%9D","html_content":"

How to build a pre-approved gift playbook that feels personal, premium, and painless

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-ops-whisperer%E2%80%99s-guide-to-%E2%80%9Cgifting-occasions%E2%80%9D","title":"The Ops Whisperer’s Guide to “Gifting Occasions”","date_modified":"2025-05-23T13:00:00Z"},{"id":"the-art-of-task-management","html_content":"

Why a Manicured CRM List Beats a Pile of Sticky Notes

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-art-of-task-management","title":"The Art of Task Management","date_modified":"2025-05-16T16:00:00Z"},{"id":"3-highest-leverage-cx-moments","html_content":"

Don't get caught on the sidelines when these opportunities arise!

","url":"https://riaworkflows.com/the-ops-whisperer/f/3-highest-leverage-cx-moments","title":"3 Highest-Leverage CX Moments","date_modified":"2025-04-23T16:00:00Z"},{"id":"succession-readiness-without-the-drama","html_content":"

Succession planning isn’t just paperwork—it’s a people transition. Here’s how DiSC helps RIAs align leadership, protect culture, and plan proactively.

","url":"https://riaworkflows.com/the-ops-whisperer/f/succession-readiness-without-the-drama","title":"Succession Readiness Without the Drama","date_modified":"2025-04-22T17:00:00Z"},{"id":"the-unicorn-advantage-why-riaw-hits-different","html_content":"

There are two kinds of “experts” in operations and transformation:

","url":"https://riaworkflows.com/the-ops-whisperer/f/the-unicorn-advantage-why-riaw-hits-different","title":"The Unicorn Advantage: Why RIAW Hits Different","date_modified":"2025-03-13T18:00:00Z"},{"id":"prosci-why-it%E2%80%99s-a-gold-standard-any-why-i-hold-the-ccmp","html_content":"

If you’ve ever watched a “great” initiative stall out—new software, new process, new portal, new org chart—you’ve already learned the hard truth:

","url":"https://riaworkflows.com/the-ops-whisperer/f/prosci-why-it%E2%80%99s-a-gold-standard-any-why-i-hold-the-ccmp","title":"Prosci: Why It’s a Gold Standard, any why I hold the CCMP","date_modified":"2025-03-07T08:00:00Z"},{"id":"annual-client-service-calendar","html_content":"

Turning \"We Should\" Into \"We Did\".

","url":"https://riaworkflows.com/the-ops-whisperer/f/annual-client-service-calendar","title":"Annual Client Service Calendar","date_modified":"2025-02-20T21:00:00Z"},{"id":"optimizing-financial-advisory-firms-for-growth","html_content":"

Navigating the Path to Scalable Success

","url":"https://riaworkflows.com/the-ops-whisperer/f/optimizing-financial-advisory-firms-for-growth","title":"Optimizing Financial Advisory Firms for Growth","date_modified":"2025-02-07T14:00:00Z"}]}