AI Tech marches on with Google's Gemini AI

Today's sponsor

Welcome to the 9th Edition of ProAdvisorSuite News!

Beehiiv (my newsletter program) just released a Table of Contents feature which I definitely could use since I cover many things:

Table of Contents

• Integrated Demos - Past & Future

• 2 New Redtail Integrations

  • Smart Kx integrates with Redtail Imaging to automa …

  • GReminders - Automating Activity Templates in Redt …

• Today’s Sponsor

• A month of LinkedIn Follower tracking

🔼 Another cool feature of beehiiv is recommendations, where you can recommend other newsletters on the platform. It looks like this:

And then it tracks how many subscribers to Downtown Josh Brown I’ve referred (Network Effect, people). Anyways, his latest post was about Google’s Gemini AI technology which is pretty interesting to say the least. Here’s the post if you’re interested.

Integrated Demos - Past & Future

Here’s last week’s tech demo recording:

It was great to see the storyline across these vendors as Janet and Joe Smith went from looking for an advisor to becoming a client.

Coming up:

Next Tuesday, we're hosting our 2nd Integrated Tech Demo with these 5 vendor partners:

Starting with Elements, we'll show how you can engage with your prospects through the app and start providing value before they've committed to a meeting.

Then with GReminders, we'll send them a link to book a call and show the automations they've built to happen in your CRM to save your team time as they prep for the meeting.

FinMate AI is next, showing the power of well-trained A.I. in picking out the important pieces of the prospect's financial plan and organizing them into a neat summary and action steps.

Once the meeting is over and the summary is generated, Simplicity Ops will show what needs to happen in the CRM so that no balls are dropped, and the next meeting picks up right where this one ended.

Lastly, OnBord shows how to easily open accounts with minimal back-and-forth with the client, no NIGOs, and even text-based forms to gather all the info needed for the paperwork.

• 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

2 New Redtail Integrations

Smart Kx integrates with Redtail Imaging to automatically save client contracts

GReminders - Automating Activity Templates in Redtail

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A month of LinkedIn Follower tracking

A lot of the same names show up in the top 10 week over week. Those who have - get more, but also, when you pick a niche, it’s not all that hard to stand out. But you gotta be consistent.

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

Warmly,

Joe

Our Vendor Partners

• NEW!! YourStake - Fast Proposal Generation

• Simplicity Ops - Redtail / Wealthbox CRM Optimizer

• Asset-Map - Financial Planning

• GReminders - Appointment Scheduling

• Smart Kx - Client Agreements and Fee Billing

• OnBord - Digital Onboarding

• Hubly - Enhanced Workflows

• PreciseFP - Data Gathering

• FinMate AI - AI Notetaking Assistant for Financial Advisors

• Bento Engine - Advice Engagement

• CurrentClient - SMS & Video Texting

• Elements - Sales Enablement

• Wealthtender - Advisor Lead Gen