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- Top 10 AdvisorTech to Watch on LinkedIn
Top 10 AdvisorTech to Watch on LinkedIn
4/8 - 4/15: Advisor360 adds 456 followers, Jump leads % growth with 42%!
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Good afternoon!
Let’s start today with a poll inspired by the latest Kitces blog post:
There’s some incredible tools out now to help with this. More on that later (check out Supergrow).
So let’s get started! This is from 4/8/24 through yesterday:
Top 10 - LinkedIn Follower Growth
ProAdvisorSuite Vendor of the Week
In partnership with:
🔥 Ready to transform your financial planning process?
Many believe that to kickstart a robust financial planning process, you might need:
Advanced financial knowledge
Multiple complex software
Hours of data analysis
Countless client meetings
However, the reality is much simpler! All you need is:
Asset-Map, a financial mapping software for advisors
A clear understanding of your client's financial goals
The ability to deliver engaging advice
A proactive approach to resolve capital shortfalls
That's it! Nothing else.
Simplify the process with a software that enables you to visually organize your clients' finances, track progress towards their goals, and be proactive in your advisory practice. Thousands of financial advisors are reimagining financial planning with Asset-Map. Isn't it time you join the revolution?
Top 10 - LinkedIn Percentage Growth
Filtered for companies with 99+ followers
See how FinMate AI integrates with Redtail and Wealthbox: Click here
Wealthfeed releases two new features today: Person Enrich and Map - use promo code “proadvisorsuite” for 10% off!
Thanks for reading! Let me know if you come across any cool new companies I may not have on the list yet.
Warmly,
Joe Moss
joe@proadvisorsuite.com
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