TEN Invitations to "AI School for Advisors"

Happy Friday!

So yesterday, Plenty launched to the public and I have to say, they’re setting the standard for what advisortech should be.

I highly recommend you check it out and categorize some transactions - they’ve made it fun:

When you categorize a transaction, it pops up an option to categorize “just once” or “create rule”. But the magic is the keyboard shortcuts - J or R takes you to the next screen without your fingers leaving the keys:

Creating a rule looks almost identical to Monarch Money, but it feels easier in a way - you can also preview the changes before creating the rule by clicking the link in the bottom left.

It’s simple, minimalistic, but feels powerful, almost magical. That’s how tech should be. (Dustin Belliston of CurrentClient agrees)

Give it a trial!

AI School for Advisors

I received great feedback on my recent AI-AdvisorTech posts and emails and have been mulling over this idea for a few weeks and discussing with others.

I’m excited to announce that I’m launching “AI School for Advisors” to synthesize information, interviews with experts, demos, pricing info to help advisors learn more about AI, peruse the options and categories of tech and keep up with the fast-growing space that is AI-AdvisorTech.

I’m looking for 10 advisors that would like to join me in kicking off this group. Criteria to apply:

• Advisors

• Serious about implement AI-AdvisorTech in the next few months

• Willingness to engage and participate in the build-out of the community

To apply, just respond back with your interest, any tools you may be already using, or any that you are considering. I’ll send you an invite to the group to bypass the paywall and we’ll get started!

or Email: [email protected] 

This may be the most important skill set we all learn in the coming year!

That’s all for today, folks.

Warmly,

Joe

P.S. If you’re an AI-AdvisorTech company and would like to see how you can contribute to this group, let me know!