Who feels like they have figured out a perfect technology stack for a 1 person smaller to mid size RIA? I'd love to hear about your tech stack.

Hey All!! Does anyone have a branding expert that they love? And website designer they love? Would love any and all recommendations! Thank you!

Not the results, I know... I was amped about diving into them. But this is the step before the results, where you take the survey about the tech you're using in your firm. Email from Bob: "Good afternoon. Once again, Joel Bruckenstein and I are conducting our technology survey, asking what programs and services you’re using in the fintech universe, and what you think of them. We’re hoping to get 5,000 responses this year. You’re invited to participate on behalf of your firm. Here’s the link: https://www.surveymonkey.com/r/ZXZWH6L As always, the results and writeup will be made available for free to all respondents and the community at large. We think it’s a great resource; we actually think taking the survey provides an education into what’s new and what’s out there these days—including some of the new AI applications. Best, Bob Veres Inside Information http://www.bobveres.com "

Has anyone seen the Charles Schwab Study for 2024?

If you're like me, you're spending the quiet time between holidays laying out plans so you can hit the ground running in 2024. What are you and your team most excited for? To help you hit new highs in the new year, I built together these goal planning and project tracking templates. Print them out so you can outline your action plans and monitor progress: https://bit.ly/3RvqCsr I'd love to build more of these, so leave a comment if you have ideas for other useful templates. 📋 This template pack covers: ➜ Year At A Glance ➜ Key Initiatives ➜ Goal Planning ➜ Project Planning ➜ 30-day Challenge Tracker ➜ Routine Tracker ➜ Vision Board ➜ SWOT Analysis ➜ Meeting Organizer ➜ Brainstorming Notetaker ➜ Social Media Post Planning ➜ Website Health Tracker