Here are mine: https://www.skool.com/advisortechbook/classroom/56719f7d?md=6da2b42513a64cd38f6f5572b301623a Do you use Wealthbox/Orion? Track them with this: https://advisorvitals.com/

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While at a conference yesterday I overheard a number of advisors completely dismiss the idea of communicating with clients via text. Seems texting is still a yes or no situation at many firms. Interesting timing given this new article saying the SEC has eased up on texting. Hopefully it is a sign of where things are heading. What is everyone’s opinion or experience with texting? The SEC has cut down on off-channel texting probes, compliance execs say - Citywire

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Today I'm pleased to share Emily's tech stack just as she crosses 8,000 followers on LinkedIn (see screenshot!) @Emily Rassam is here, so feel free to chat with her about any of these tools. https://www.linkedin.com/in/emilyjcasey/ https://archerim.com/ The REAL Tech Stack: Schwab - Custodian Wealthbox - CRM Jump - AI Notetaker Orion / GeoWealth - Portfolio Management Fynancial - Client Portal RightCapital - Financial Planning Monarch Money - Budgeting Sharefile - Document Uploads Orion / RightPay - Fee Billing MessageWatcher - Communications Archiving Nitrogen - Risk Tolerance / IPS generation Calendly - Scheduling