"data skool" and all-in-ones falling apart

Can you use AI to write your client testimonials?

No.

So, what IS up with ProAdvisorSuite?

Advisortech Insider: the occasional insight for Modern Financial Advisors

1-to-many Financial Planning? It has arrived!

And an update on skools for advisors

You got no business...

It doesn’t matter how good your investment strategy is, if you can’t attract or maintain clients, you got no business.

Some movie recommendations, for the Olympian in you.

AdvisorTech Insider: Daily Insights for Modern Financial Advisors

No Clients, Compensation, or Conflicts (except of good will), call it pro bono

AdvisorTech Insider: Daily Insights for Modern Financial Advisors

You MUST implement AI to keep up, but where to start? I'll tell ya.

AdvisorTech Insider: Daily Insights for the Modern Financial Advisor

The worst data gathering experience imaginable...

AdvisorTech Insider: Daily Insights for Modern Financial Advisors

Weekly TOP 10 to Watch on LinkedIn

5/13-5/20: Michael Kitces adds 446 followers; Jessica Jones grows following by 8%

Ai-AdvisorTech and the Community Economy

Advisortech Insider: Daily Insights for Modern Financial Advisors

We're buzzing about all the newsletters on Beehiiv! 🐝🐝🐝

Advisortech Insider: Daily Insights for Modern Financial Advisors