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ProAdvisorSuite releases TOP 100 list YTD! What can we learn from these pros?

TOMORROW - Don't miss our Fin. Planning vs. Advice Engagement Advisor Case Study

Author

Joe Moss
February 22, 2024

Welcome to the 15th Edition of ProAdvisorSuite News!

Save your seat! TOMORROW at 2pm ET:

Real Financial Advisors / Real Tech Stacks = Your Questions Answered

Next week, TWO advisortech demos with Presults and Amplify Reviews:

On Tuesday the 27th at 2pm ET: Presults

Want a more modern, proactive and automated archiving solution – all for a better value?

When you think of communications archiving, what comes to mind? Perhaps archaic, cumbersome, and expensive technology that is a pain to use? Well, Presults is the opposite of all that. Finally sigh of relief a modern archiving solution tailored specifically for today's RIA firms. With an impressive average rating of 8.53 and recognized as a "Mighty Mite" in the recent T3 Technology Tools for Today survey, Presults delivers:

  • 💬 Comprehensive digital archiving (emails, social media, SMS, and more)

  • ✔️ Proactive monitoring tools purpose-built for RIAs

  • ⚙️ Automated archiving to free up time

  • 🤩 Valuable solutions with no hidden fees

  • 🤝 Personalized onboarding and customer support

  • 📲 Intuitive and user-friendly interface

Firms utilizing Presults have reported experiencing added value along with a 50% reduction in their traditional archiving expenses. So, what's holding you back?

On Friday March 1st at 2pm ET: Amplify Reviews

With the SEC Marketing Rule, the starting pistol has sounded for advisor online reviews - are you even at the starting line? Consumers rely on online reviews when selecting products and services in EVERY other industry, and there's no reason to believe ours will be any different. Advisors who hesitate will soon lose prospects to the "well rated" advisors.  

Amplify Reviews offers a simple, compliant, no-risk way to take advantage of the tremendous prospect-converting opportunity that online reviews can provide. Specifically, you can:

  • 👀 Preview your reviews before they are published

  • 📝 Compliantly track every testimonial/review that your clients submit

  • ✅ Verify that every review comes from an actual client

  • 🤩 Display reviews on your own website - SEO benefit comes to you

  • 👋 No long-term contract

We've removed all of the financial risk and reputational risk from getting started with online reviews.

Top 100 YTD Leaders on LinkedIn:

In case you missed the LinkedIn post, make sure to check it out:

That’s all for today, folks! Hope you have a great afternoon.

Warmly,

Joe

Our Vendor Partners

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

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