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Something they never told you about tracking data...
Advisortech Insider: Daily Insights for Modern Financial Advisors
It leads to introductions!
In this case, to Dennis Moseley-Williams.
I’ve been tracking LinkedIn followers for many advisors and finfluencers across the U.S., but recently started tracking some Canadians too.
And this is how I met Dennis.
I’m excited to have him share what he does with the ProAdvisorSuite community next week:
Dennis also runs the Serious Shift Inner Circle community which I’ve just added to the “Advisor Community Tracker” at RIAuniversity.com.
It’s on Mighty Networks, but of course… some day it will be on Skool. :)
Until next time,
Joe
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 (use promo code “proadvisorsuite”)
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:
Skool - CommunityTech
Beehiiv - NewsletterTech
Superhuman - EmailTech
Apollo - Niche list building, searching, and email sequences
Fathom Analytics - alternative to Google Analytics
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