ProAdvisorSuite

🌟 Introducing the Fintech Advisory Xcelerator! 🌟 Matching Fintech Founders with Industry Knowers. We have Founders waiting for Industry Pros -> programs to start later this summer. Are you a financial advisor or a professional working in operations, IT, or wealth management or vendor partnerships within the financial services industry? Join our unique community accelerator designed to connect fintech founders with industry experts like you. 🧠 Share your expertise and insights 🔧 Help shape innovative fintech platforms 🏟 Be part of the first community accelerator of its kind Benefits for Industry Pros: 📈 Boost Your Professional Credibility: Share your expertise and gain recognition in the fintech space. 💼 Exclusive Engagement Discounts: Receive pre-negotiated discounts as a token of appreciation for your valuable input. 🔹 Advisory Board Opportunities: Be invited to apply for an advisory board position with promising fintech startups. Ready to make an impact and stay ahead in fintech innovation? Join us today! https://lnkd.in/eUV_nWhA #Fintech #FinancialServices #AdvisoryBoard #FinancialAdvisors #RIAOperations #wealthtech #advicetech #ai

I think one of the most valuable parts of the RIA Operators and ProAdvisorSuite communities I've started are the conversations around pros and cons of various tech solutions - getting to talk with people that have tried several... and just get general feedback about who's using what. Since ProAdvisorSuite is in a bit of transition, I want to try using it as a platform to collect these ratings and reviews from advisors and operators. If you are an advisor/CSA/ops manager, etc and would like to share your experience with CRM, I'd love to hear from you! https://lnkd.in/eV2bV9q3

Nice write-up by XYPN comparing some of the industry-specific and non-industry specific meeting notetakers. 🎉🎊🥳 Congrats to FinMate AI on "Best for Accuracy". They've been working hard on that! P.S. What notetakers have you tried and what have you decided on? *FinMate AI is a sponsor of ProAdvisorSuite™

Some of you may have heard, but I've taken a position at an RIA and will be winding down much of my work at ProAdvisorSuite. But... I'm excited to announce our final AdvisorTech demo with...🥁🥁🥁... fpPathfinder. Next Friday, June 21st at 2:30pm ET. Register below: P.S. For current users of fpPathfinder, what feature do you like the best?

Picture this: before, you were stuck in an endless loop of back-and-forth emails just to schedule something with a lead. Not fun, right? Well, guess what? With PreciseFP & GReminders those days are OVER! Give your warm leads exactly what they need – the ability to schedule meetings right when they're most interested. Join our webinar, tomorrow, Tuesday, June 11th at 11 am central for best practices! Nora Gallegos, MBA Xeaira Burkett https://lnkd.in/ghyi677A

🛠️ Your complimentary TCJA Toolbox! Get the “What Issues Should I Consider Before & After The TCJA Sunset Provision Occurs?” checklist & the TCJA Sunset Provision Summary Guide to help navigate conversations with your clients about how their tax planning needs might change. Download now ➡️ https://buff.ly/4dRwtCQ

June is shaping up to be an exciting month at my end of the internet! How about yours? Starting with... a fun webinar with PreciseFP - The Heartbeat of Your Tech Stack. I hope you'll join us!

The sequel is never as good as the original, except when it comes to ProAdvisorSuite lists... They just get better with time... Enjoy!

These are two of the very worst problems to have: 1. Onboarding tons of clients at once 2. Having 25+ advisors all doing ⬆️ Talk about a digital-paperwork-e'sign-ACH-transfers-NIGOs-data-workflows-delays-to-billing-back-office nightmare! But... It could be a great problem to have if you're using a solution like Forms Logic - and all those above words-words-words have been carefully set up to flow seamlessly. Now, if you happen to be in Tampa, FL at the Finlocity Q4 Top RIA Forum, you may recently have seen the presentation captured by the pictures below. And you're probably seriously considering setting up Forms Logic for your RIA. But if you're not, and you haven't, and you aren't... but you are still interested in learning more: Check out the full demo we have in the ProAdvisorSuite™ community. Go to: skool[.]com/proadvisorsuite (I'm doing that because apparently if a LinkedIn post has a URL in it, it gets fewer impressions, and you need to see this if you have those two problems above, so I'm hoping LinkedIn overlooks this small mis-step and shows this post to you anyway :) Then click Classroom, and go to the Forms Logic course. If you have very few new clients, and work by yourself, this isn't the solution for you, but we'd still love to have you join the community! RBC Wealth Management Mountain V Oil & Gas, Inc. Skyway Capital Markets, LLC Shopoff Realty Investments Pacific Life Triton Pacific Securities, LLC Arcis Capital Partners Yrefy, LLC TIFIN Give Blueleaf Wealth H2Cyber Paperclip Inc. *Forms Logic is a sponsor partner to ProAdvisorSuite