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1000's of advisors are using fpPathfinder to navigate complex planning scenarios. Are you?
⏰TODAY⏰ LinkedIn Profile Makeover and Friday: fpPathfinder AdvisorTech Demo
Joe Moss
March 05, 2024
“Joe, your emails are annoying, but I like you, so I don’t un-subscribe.”
Happy Tuesday!
Welcome to the 16th Edition of ProAdvisorSuite News!
TODAY we have a webinar on optimizing your LinkedIn profile. Why?
LinkedIn is a powerful marketing tool and a great way to grow your audience.
I’ll also be giving away a membership to the Conneqtor community (value: $99/mo).
Friday - AdvisorTech Demo with fpPathfinder
Did you know fpPathfinder is more than the flowcharts they’re so well known for?
We’ll be going over all the capabilities in our Demo on Friday.
Lastly, tune in to the Model FA podcast I did with David DeCelle:
Click here to listen on Apple Podcasts or view on Youtube.
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
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
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