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Simpler & Better
Welcoming Seeds Investor to the ProAdvisorSuite!
Happy Tuesday!
Yes, I know I missed the LinkedIn stats yesterday. I was vacationing, but they will return next week with 2 weeks of stats!
Today, I’m excited to announce a new partnership with Seeds Investor!
As you may have noticed, there’s been a proliferation of new advisortech options these days.
It can be overwhelming at times and I think will lead to some consolidation of “categories”.
Simpler AND Better.
Not a bunch of tools hodge-podged together, but thoughtfully-designed, seamless integrations of “jobs to be done” as they say.
I think Seeds is a great example of this:
BeFi questionnaire
Risk and time horizon
Identifying client values
Creating a custom portfolio
Opening and funding accounts
On-going trading and management
Creating a better client experience, and a better advisor experience:
I’d invite you to visit the website and walk through their “Investing Experience” questionnaire.
Until next time,
Joe
Upcoming Events
Friday, May 3rd, 11am ET
More importantly, how many people do interactive financial planning with their clients? Asset-Map is our preferred tool for doing this. It has low overhead and is incredibly easy and fast. My total time in preparing a plan is under thirty minutes. Most of the work is done with the client in an interactive conversation.
ProAdvisorSuite Vendor Partners
As a member of the ProAdvisorSuite Community, you're eligible for 10% discounts on these advisortech, even if you're already using them!
PreciseFP - Client Data Gathering - 2023 Kitces Market Leader
Wealthfeed - Prospecting (promo code "proadvisorsuite")
Amplify Reviews - Digital Marketing
fpPathfinder - Advice Engagement - 2023 Kitces Rising Star
Conneqtor - Courses on LinkedIn and Lead Gen
Advisor Core by YourStake - Fast Proposal Generation
Asset-Map - Financial Planning
FinMate AI - AI Notetaking Assistant for Financial Advisors
These are recommended tech, but not included in the 10% discounts:
NEW!!! Forms Logic - Workflow Support
NEW!!! Seeds Investor - Personalized Investing
Skool - CommunityTech
Beehiiv - NewsletterTech
Superhuman - EmailTech
Apollo - Niche list building, searching, and email sequences
Fathom Analytics - alternative to Google Analytics
And:
P.S. Did you hear Females & Finance is moving to Skool??!! Read all about it here.
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