Welcome to the 2nd Edition of ProAdvisorSuite News!

First and foremost, who won the signed Kitces.com AdvisorTech map??

🥁🥁🥁

Congratulations to Tim Mrock of MKD Wealth Coaches, where he is the Director of Operations & Chief Compliance Officer and his favorite tool is:

Next up…

Wealthtender joins ProAdvisorSuite as our newest vendor partner!

Wealthtender offers an essential digital marketing platform to help advisors get found online and convert more prospects into clients. Wealthtender is the #1 find-an-advisor directory online and the industry's first SEC-compliant financial advisor review platform. With subscription plans starting around $1/day, advisors join Wealthtender to strengthen their SEO and gain exposure to a rapidly growing consumer audience. Nearly 500,000 people visited wealthtender.com in the last 12 months looking for financial guidance. Advisors also enjoy weekly opportunities to gain national media recognition in publications like MSN, Newsbreak, and popular websites. Wealthtender is the highest-rated solution in the 2023 T3/Inside Information Advisor Software Survey, category: Digital Marketing Tools – Lead Capture.

You can learn more about Wealthtender in our community Classroom.

Bento Engine case study with advisor Russ Thornton

Last week I sat down with Mark Wellman and Russ Thornton to discuss how Russ uses Bento Engine in his firm. Watch the recording of our conversation here:

Recorded & Live Tech Demos

Our goal at ProAdvisorSuite is to make it super easy to learn about the tech you’re considering. One of the ways we’re doing this is through live demos and then making the recordings available to watch or re-watch on your own time.

Recorded Demos:

• Asset-Map - Visual financial planning

Upcoming Live Demos:

• GReminders - Fri, Oct 27 11am PT / 2pm ET - Register here

• PreciseFP - Tue, Oct 31 11am PT / 2pm ET - Register here

• Elements - Fri, Nov 3 11am PT / 2pm ET - Register here

• FinMate AI - Tue, Nov 7 11am PT / 2pm ET - Register here

• OnBord - Fri, Nov 10 11am PT / 2pm ET - Register here

• CurrentClient - Tue, Nov 14 11am PT / 2pm ET - Register here

• Hubly - Fri, Nov 17 11am PT / 2pm ET - Register here

• Smart Kx - Tue, Nov 21 11:30am PT / 2:30pm ET - Register here

• Simplicity Ops - Tue, Nov 28 11am PT / 2pm ET - Register here

• Wealthtender - Fri, Dec 8 11am PT / 2pm ET - Register here

Or view them all here on the calendar.

Free tech assessments

If you’d like to book a call with me to review your tech stack, I’m offering free tech assessments for the next month.

Click here to schedule.

Join the community!

skool.com/proadvisorsuite

You do not have to be a ProAdvisorSuite member firm to participate in the community, it’s free!

Free Trials!

If you like to try before you buy...

These are our Vendor Partners that offer a free trial:

• Elements: https://getelements.com/demo/

• FinMate AI: https://app.finmate.ai/signup

• GReminders: https://app.greminders.com/login?signup

• PreciseFP: https://app.precisefp.com/signup

• Smart Kx: https://www.smartkx.io/try

• CurrentClient: https://app.currentclient.com/auth/signup?isTrial=true

If you do start a free trial, I'd love to know what you think!

That’s all for today, folks! Thanks for reading and hope you have a great evening.

Warmly,

Joe

Our Vendor Partners:

• Simplicity Ops - Redtail / Wealthbox CRM Optimizer

• Asset-Map - Financial Planning

• GReminders - Appointment Scheduling

• Smart Kx - Client Agreements and Fee Billing

• OnBord - Digital Onboarding

• Hubly - Enhanced Workflows

• PreciseFP - Data Gathering

• FinMate AI - AI Notetaking Assistant for Financial Advisors

• Bento Engine - Advice Engagement

• CurrentClient - SMS & Video Texting

• Elements - Sales Enablement

• Optivice - Debt Optimization

• NEW!! Wealthtender - Advisor Lead Gen