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The ProAdvisorSuite Effect
Advisortech Insider: Daily Insights for Modern Financial Advisors
Joe Moss
April 11, 2024
SPONSORED BY
Happy Thursday!
Joe’s hot take:
AdvisorTech will need to provide more than one service to thrive OR be presented within another solution, not separately and not SSO.
For example, Calendly has long dominated the appt. scheduling space, but now Zoom has scheduling and Apollo has scheduling and Google has scheduling… actually, a lot of CRMs have scheduling built in.
What once was a one-off software will now be a ride-along to something else.
Said another way, one tool will fulfill many of the categories on the Kitces map, but in a good way, not in the All-in-One way. 🙂 (yes, there are exceptions)
Today I have an ask.
If you have enjoyed our content and being a part of the ProAdvisorSuite community, would you be willing to add “Member of ProAdvisorSuite” to your LinkedIn experiences?
Start date could be an approx. join date - Present, and then for the description:
"ProAdvisorSuite is a group of independent RIAs brought together to save money, simplify tech selection, and stay ahead of the curve with discounts on innovative tech solutions. Join here: skool.com/proadvisorsuite"
And if you’re willing, click the "Notify network" toggle at the top.
Here's a video walk-through of the process.
Thanks in advance!
Warmly,
Joe
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Bye.
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