3 Giveaways & Counting

So who all won? And what's coming up next?

Author

Joe Moss
January 10, 2024

Welcome to the 11th Edition of ProAdvisorSuite News!

I hope your 2024 is off to an exciting start!

If you’ve seen our website recently, you may have noticed a new section with the benefits of joining the ProAdvisorSuite community:

One of those benefits is giveaways!

But our last few giveaways have taken some time to culminate, so I wanted to recognize the givers and receivers in our last few giveaways.

Giveaways Timeline

  • On Oct. 18th, I announced the signed Kitces AdvisorTech map giveaway:

Thanks Michael for participating! (with blue sharpie)

  • On Nov. 3rd, I announced a “10x is Easer than 2x” research group for 2024: (you can still join!)

10X

Set an ambitious goal for 2024, a 10x goal (or 2x goal), and then go after it in community.

www.skool.com/10x

  • On November 7th, I announced the November AdvisorTech giveaway:

Thanks to Simplicity Ops, OnBord, Wealthtender, CurrentClient, Hubly, and Bento Engine for participating!

  • On November 24th, the winners are chosen, but I never announced it because I was waiting for them to pick their free tech.

  • On January 1st, I announced the “10x is Easier than 2x” book giveaway:

  • On January 8th, I announced the winners of the book giveaway:

  • And today, I’m announcing the winners of the Nov. AdvisorTech Giveaway! (they all haven’t chosen yet, but we’re getting there :)

  1. Jason Berube - chose Simplicity Ops

  2. Bradley Clark - chose Simplicity Ops

  3. Allen Gibson - chose OnBord

  4. Cory Sims - chose Wealthtender

  5. Daniel Cuddy - in progress

  6. Matt Etzler

  7. Russ Thornton

  • And finally… the AdvisorTech map is now framed and ready to send to it’s new home! Congrats Tim Mrock!

Don’t miss our future giveaways! Join ProAdvisorSuite today.

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THIS FRIDAY!

Next Friday:

Advisor Core by YourStake is an AI-driven tool designed to enhance the efficiency and effectiveness of portfolio analysis and proposal generation for financial advisors.

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

Warmly,

Joe

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