Financial Planning or Advice Engagement Tools, Do you need either or both?

Welcome to the 14th Edition of ProAdvisorSuite News!

I want to kick things off today with an event we have coming up next week.

Real Financial Advisors / Real Tech Stacks = Your Questions Answered

Next Friday (Feb 23rd, 2pm ET), we’re hosting Jared, Bradley, Michael, and James to talk about the tools they’re using for financial planning and advice engagement. We’ll discuss:

• What they’re showing in meetings with clients

• What they’re using to create financial plans

• What they’re using for client portal / account aggregation

• What tools they’re using at different client tiers

Make sure to attend, this one will be interesting!!

Next up, Amplify Reviews joins ProAdvisorSuite!

Introducing our newest Vendor Partner:

With the SEC Marketing Rule, the starting pistol has sounded for advisor online reviews - are you even at the starting line? Consumers rely on online reviews when selecting products and services in EVERY other industry, and there's no reason to believe ours will be any different. Advisors who hesitate will soon lose prospects to the "well rated" advisors.  

Amplify Reviews offers a simple, compliant, no-risk way to take advantage of the tremendous prospect-converting opportunity that online reviews can provide. Specifically, you can:

• 👀 Preview your reviews before they are published

• 📝 Compliantly track every testimonial/review that your clients submit

• ✅ Verify that every review comes from an actual client

• 🤩 Display reviews on your own website - SEO benefit comes to you

• 👋 No long-term contract

We've removed all of the financial risk and reputational risk from getting started with online reviews. Schedule a demo to learn more about our platform and our approach.

Upcoming Events

We have lots of great webinars planned for February (click the links to register or attend):

You can also see them here on the community calendar.

• Fri, Feb 23 - 11am PT / 2pm ET - Financial Planning or Advice Engagement Tools, Do you need either or both?

• Tue, Feb 27 - 11am PT / 2pm ET - Presults - AdvisorTech Demo

• Wed, Feb 28 - 9am PT / 12pm ET - Early Engagement Matters: Ensure Your Client Taxes Are in Top Shape! with PreciseFP & Holistiplan

• Wed, Feb 28 - 11am PT / 2pm ET - Workflow Webinar: Expedite CRM Maintenance with Simplicity Ops

Scaling Business Through Community as an RIA

I loved being interviewed on The Customer Wins where I shared great lessons and stories.

You can check out my featured interview here: https://www.quickforms.com/post/scaling-business-through-community-as-an-ria-with-joe-moss

That’s all for today, folks! Hope you have a great afternoon.

Warmly,

Joe

Our Vendor Partners

• 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