12/11 - 12/18: Carl Richards adds 2,183 followers, Barry Ritholtz grows following by 10%
New beehiiv features; AI just don't stop; New Redtail Integrations; a month of LI tracking
Automated portfolio analysis and proposal generation
Tiers updated!, Spotlight on Elements, Integrated Demos coming up
Giveaway Odds, Asset-Map Case Study, FinMate AI releases phone app, Integrated Demos
MarTech -> SalesTech -> OpsTech -> CollectTech
"What is your most recommended strategy for advisory firms that you can give us today?"
Interesting. So, your older clients are happier with text than email?
Join us for the AdvisorTech Giveaway of the year! Details to enter below.
Get a jump start on 2024 New Year's goals... In a research project.
Throwback, AdviceTech.LIVE, and more!
Giveaway winner, new partner, advisor case study, live & recorded demos, and more!
