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Advice Engagement vs. FinPlann is happening in 48 hours
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List of AdvisorTech consultants - sponsored by Bento Engine*
Today I posted a list of AdvisorTech consultants on LinkedIn here. My goal for this list is to be a resource to firms that are looking to consolidate, transition, or optimize their AdvisorTech stack! Listed by LinkedIn follower count: - @Michael Kitces - 78,327 - @Ian McKenna - 23,520 - @Marc Butler - 15,182 - John O'Connell - 13,937 - @Jason Pereira - 9,713 - Joel Bruckenstein - 8,750 - Craig Iskowitz - 7,112 - Cameo Roberson - 5,780 - Kristen Schmidt - 4,836 - Bob Veres - 3,609 - @Michelle Odom - 2,647 - Charesse Spiller - 2,464 - Michael Whitman - 2,104 - @Stephanie Dannebaum - 2,033 - @Kate Guillen - 1,746 - @Heath Jackson - 1,578 - @James Cantwell - 1,567 - @Verity Larsen - 1,025 - @Arielle Minicozzi - 922 - @Nico DeMaio - 902 - Tad Herrington - 800 - @Meghan Rutherford - 582 - @Cooper Shubert - 537 - Jeff Rusin - 317 *Bento Engine is how you deliver advice to clients Proactively. Once set up, you'll automatically receive reminders in your CRM to reach out to clients/prospects about upcoming milestones along with all the information you need to deliver the best advice. Schedule a demo with Bento or reach out to advisor @Russ Thornton about his experience using Bento with his clients.
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New comment 7h ago
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Full Vendor List & Discount Opportunities!
As a member of the ProAdvisorSuite Community, you're eligible for 10% discounts on these advisortech, even if you're already using them! - PreciseFP - Client Data Gathering - 2023 Kitces Market Leader - NEW!! Amplify Reviews - Digital Marketing - fpPathfinder - Advice Engagement - 2023 Kitces Rising Star - Presults - Communications Archiving - Conneqtor - Courses on LinkedIn and Lead Gen - Advisor Core by YourStake - Fast Proposal Generation - Asset-Map - Financial Planning - OnBord - Digital Onboarding - FinMate AI - AI Notetaking Assistant for Financial Advisors - Bento Engine - Advice Engagement These are recommended tech, but not included in the 10% discounts: - Simplicity Ops - Redtail / Wealthbox CRM Optimizer - Skool - CommunityTech - Beehiiv - NewsletterTech - Superhuman - EmailTech - Favikon - Creator ranking and lists
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New comment Jan 2
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Start here
Hello! Welcome to the ProAdvisorSuite™ community. The goal of this community is to help you save money, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Discounts! - AdvisorTech Classroom - Events Calendar - Chat with other Members - Leaderboards for Monthly Giveaways! To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!
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New comment 1d ago
AI in Wealth Management
Hi everyone! I work at a wealth management firm, and was recently tapped by our executive team to "bring some AI solutions to the table". I realize this is a broad ask, but I'm a bit overwhelmed by everything out there, and was wondering if anyone has any advice/companies/consultants that you've utilized and found helpful. Thanks in advance!
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New comment 55m ago
Good Practice and Due Diligence Using Artificial Intelligence in Financial Advice
We will be running a session on the above at noon UK time tomorrow, so it’s 7 am East Coast, 4 am may be a bit early for the West Coast and while it is built around UK requirements the Corp principles of both good practice and due diligence probably should be the same globally. If you would like to join please click the link below, it’s free. https://www.tickettailor.com/events/thefinancialtechnologyresearchcentrelimited/1147295
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New comment 2h ago
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