How to add 2,296 followers in a week...

Giveaway Odds, Asset-Map Case Study, FinMate AI releases phone app, Integrated Demos

Author

Joe Moss
November 21, 2023

What ended up happening is that, I noticed when using Asset-Map -- that people were more engaged, and nothing was going over their head.

Asset-Map became a place to start with every client, and a place to go back to with clients that maybe I haven't talked to in a while.

Welcome to the 6th Edition of ProAdvisorSuite News!

I was slightly shocked to see that Carl Richards had added 2,296 followers in a week - and thought there had been a mistake. It represents a 9% increase in his follower base… in 1 week! So, how? He did do a podcast with Chip Gaines… more on this below!

And also, What can we learn about marketing from this?

Reminds me of last week’s topic “Leveraging other people’s audiences”

Asset-Map Case Study with Michael Whitman of Millennium Planning Group

“Asset-Map was touch-and-go for me… I started it, and I thought it was super cool… but what ended up happening was:

November AdvisorTech Giveaway [UPDATE]!

So far, we have 7 entrants for the giveaway, which means… if you sign up, there’s currently a 100% chance of winning!

Prizes include*:

  • 2 seats for Simplicity Ops’ DIY CRM Makeover

  • 2 seats for OnBord’s Streamlined Client Onboarding

  • 2 seats for Bento Engine’s Proactive Advice and Engagement

  • 2 seats for Hubly’s Best-in-Class Team Workflows

  • 2 seats for CurrentClient’s Modern Text-Based Engagement App

  • 2 seats for Wealthtender’s Digital Marketing Growth Platform

*Seats are for 1 year / Seats are at the starting tier level

So how do you enter this epic giveaway??

There are 2 ways:

  1. Sign up for ProAdvisorSuite by the drawing date, Nov. 24th ($29/mo)

  2. Share ProAdvisorSuite News on Twitter, LinkedIn, or via email and send me a screenshot

FinMate AI Releases iOS App

Click here to download.

Now you can record in-person meetings, and FinMate AI will:

  • Record the audio

  • Speaker-identify

  • Transcribe the audio

  • Summarize the meeting

  • Copy the summary into your CRM of choice and create follow-up activities from the note!

You no longer need to:

“The folks I know who do this for an in-person meeting simply put a conference-call speaker in the middle of the table between them and the client, log it into a Zoom or similar system, and effectively record the in-person meeting into the virtual meeting system.” ~Michael Kitces

Recorded & Live Tech Demos

Our goal at ProAdvisorSuite is to make it super easy to learn about the tech you’re considering. One of the ways we’re doing this is through live demos and then making the recordings available to watch or re-watch on your own time.

Recorded Demos:

Upcoming Events:

Or view them all here on the calendar.

Introducing “Integrated” Tech Demos!

  • Tue, Dec 5th 11am PT / 2pm ET: Wealthtender, PreciseFP, Asset-Map, Hubly, and Bento Engine all-in-one tech demo following a prospect to client journey - Register here

  • Tue, Dec 19th 11am PT / 2pm ET: Elements, GReminders, FinMate AI, Simplicity Ops, OnBord all-in-one tech demo from prospect intro meeting to onboarding - Register here

  • Fri, Jan 12th 11am PT / 2pm ET: Learn all things Advisor Reviews - Join Brian Thorp of Wealthtender, Whit Lanier of Amplify Reviews, and Andrew Johnson of Testimonial IQ in a discussion on how advisors can use reviews along with a demo of each platform - Register here

Last, but not least - those follower stats:

Things to note:

  • Carl Richards topping both lists - probably due to release of 50 Fires podcast with Chip Gaines

  • Ritholtz crew takes three top spots by Follower Growth and 1 percentage growth (they’re good at the attention game)

  • Nicole Casperson and Steven Jarvis on both lists

For the list by total follower count, click here.

That’s all for today, folks! Thanks for reading and hope you have a great Thanksgiving.

Warmly,

Joe

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