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What exceptional services can your tech unlock for your clients?

Tiers updated!, Spotlight on Elements, Integrated Demos coming up

Author

Joe Moss
November 28, 2023

Elements is an app on the clients’ phone which connects to all their financial institutions, pulling in real-time data from the bank, investment custodian, credit card and home mortgage accounts. These connections feed into calculation engines built into Elements, which tally up a variety of ratios that represent indicators of a client’s financial health…

Elements gives clients an evolving perspective, not only of their current financial health, but how it is improving as they take advice and guidance from their advisor.

Bob Veres, Advisor Perspectives, “The Alternative Tech Stack”

Welcome to the 7th Edition of ProAdvisorSuite News!

I hope your Thanksgiving break was fun and refreshing! Something stood out to me that my wife said I should try for December. “Don’t work as hard.”

Paraphrased: “All year you’ve been pushing, driving, working to gain ground. Why don’t you finish the year by maintaining and planning for next year? Work less, stress less, enjoy each moment more.”

Slow down to speed up, or slow down just to slow down. If you needed to hear something like that, you’ll know what I mean.

ProAdvisorSuite Tiers updated!!

It used to be that you had to be using 4 of our vendor partners to qualify for the 10% discount… well, now you qualify just by being a ProAdvisorSuite member!

If you’ve been eyeing one of our tools and waiting for a better deal, here it is!

What exceptional services can your tech unlock for your clients?

Loved this post from Anand Sheth on LinkedIn today:

“Caught a glimpse of an advisor's tech stack recently and it sparked a thought. When picking tech tools, what's the real focus? Efficiency? Cost? But here's the kicker: Are we really tuning into what matters to our clients?

Think about it. Does your tech empower you to meet your clients' needs? Do you even know what they truly value? Or are we all just playing a guessing game?

Let's not forget, tech is a means to an end, not the end itself. The real question is, what exceptional services can your tech unlock for your clients?

Curious minds want to know! #financialadvisors, what's your take?

We have all seen the Michael Kitces' map...and it shows "what" the tech does in so far as which "category" it belongs to. An improvement I have been thinking of is to show what the tech does for the clients. What the tech allows the advisor to provide as a service to the clients.

I believe, clients should come first. Don't you?”

Anand Sheth

While many engagement tools are focused on how the advisor does planning, Elements is focused on putting information into your clients’ hands with compelling metrics and visuals as they make progress.

Watch this and all our other recorded Tech Demos on our channel:

Coming up! Integrated Demos:

  • Tue, Dec 5th 11am PT / 2pm ET: Wealthtender, PreciseFP, Asset-Map, Hubly, and Bento Engine all-in-one tech demo following a prospect to client journey - Register here

  • Tue, Dec 19th 11am PT / 2pm ET: Elements, GReminders, FinMate AI, Simplicity Ops, OnBord all-in-one tech demo from prospect intro meeting to onboarding - Register here

  • Fri, Jan 12th 11am PT / 2pm ET: Learn all things Advisor Reviews - Join Brian Thorp of Wealthtender, Whit Lanier of Amplify Reviews, and Andrew Johnson of Testimonial IQ in a discussion on how advisors can use reviews along with a demo of each platform - Register here

Last, but not least - those follower stats:

Things to note:

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

Warmly,

Joe

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