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.

Josh Patrick

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!

These are recommended tech, but not included in the 10% discounts:

And:

www.RIAuniversity.com

P.S. Did you hear Females & Finance is moving to Skool??!! Read all about it here.

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