Write-up on Substack here. - Custodian, Billing, Trading, Reporting, Portfolio Management - Altruist - Admin AI / Tax Planning - Hazel - Financial Planning - Kerdora - Compliance - Greenboard - Estate Planning - EncorEstate Plans

Full write-up on Substack here. - Email/Calendar/Documents - Google Workspace - Phone/Texting - CurrentClient - Video Meetings/Scheduler - Zoom + Zoom Scheduler (or Calendly) - Prospecting - LinkedIn + Become Unforgettable community - CRM - Slant CRM or Altitude CRM - Community - Skool - Niche Video Podcast - Skool/Substack/YouTube - Website - Aryze Design/Webflow - Bookkeeping/Accounting - Mercury / Puzzle

There is absolutely no reason to pay someone like $MG to do it anymore. I have no affiliation with these guys: http://www.10web.io/

Just joined an RIA from the Bank B/D world. He uses e-money for the planning software and I am wondering if Zocks or something like that can take uploaded client statements and input it into the software to save a ton of time. Through e-money you have to pay for it to be done manually currently... I think that we will explore other FP options in the future as we run more of a buckets approach and e-money isn't great at that but it can be tweaked. Right now I am trying to see how to maximize what we have with small tweaks and then make bigger tech stack changes when we start seeing larger inflows of new clients.

https://www.cognicor.com/ https://www.linkedin.com/company/cognicor-technologies/ Founder: @Sindhu Joseph View in Category