👀Don't miss out on this month's lineup of informative webinars and virtual events! Register through the links below to secure your spot: 📆May 7th - Redtail Workflows 101 w/ @Kate Guillen & Curtis Ware 📆May 8th - Unlocking Workflow Efficiency in GReminders w/ @Katherine Beltran and @Xeaira Burkett 📆May 14th - Wealthbox Workflows 101 w/ @Katherine Beltran 📆May 15th - Transforming into a Modern RIA Firm Virtual Conference w/ @Kate Guillen, @Daniel Yoo, @Joe Moss, @Nancy Jacobson Click the links to learn more and sign up. Hope to see you there!

We're looking forward to our Value Call this Friday focused on your compliance questions. Who's coming?? 🙋‍♀️ Katie Mogan with SEC Compliance Solutions is going to answer all of your questions and share her wisdom with us! If you have any questions about compliance ⬇️ comment them below ⬇️ Click here to join the call! Hope to see you there! 📆 Friday, May 3rd at 11 AM PST📆

Hi everyone! We are going to have a special guest for the May Value Call - @Katie Mogan with SEC Compliance Solutions. She's going to answer all of your compliance questions and share her wisdom with us. That being said, what compliance questions do you have? ⬇️ Comment them below ⬇️ and mark your calendars for 📆 Friday, May 3rd at 11 AM PST.

Our friends over at Docupace are hosting a super fun webinar next week featuring Samantha Russell, Diana Cabrices and Jess Flynn! They will be playing the game “Kiss, Marry, Kill” – what marketing ideas should you give a shot? (Kiss), what strategies and efforts to show more love? (Marry), and what to stop doing right now? (Kill). This is going to be sooooo good, don't miss out ➡ Registration (gotowebinar.com)

Today we launched the FinMate training module and it's ready for you to view HERE! - FinMate will join your meetings - Capture your notes - Generate a meeting summary - Push the summary to your CRM to satisfy your compliance requirement - And compose a follow up email to your clients recapping the meeting Stay tuned for more!