I regularly have conversations with advisors about the tech stack they're using, thought it might be useful to start publishing them (anonymously) for insight, discussion, and more! CRM - Airtable Financial Planning - Libretto Custodian - Altruist Document Management - Google Drive Website - Elementor/Wordpress Acct. Aggregation - Elements Investment Research / Analytics - DFA Meeting Scheduling - Calendly Tax Planning - Holistiplan Compliance - RegVerse Risk Tolerance - Libretto Data Gathering - Fillout Non-AUM Billing - AdvicePay Debt Optimizer - Sora Finance Sales Enablement - Elements

I like DeskTech about as much as I like AdvisorTech. If you've spent hours watching desk setup videos... Browsing Grovemade.com... You know what I mean. Here are my favorite DeskTech companies: - https://grovemade.com/ - https://ugmonk.com/ - Logitech MX Keys and Mouse And Matthew Encina is really good at desk accessory videos (see below). What are some of your favorite desk accessories and/or desk setup videos?

Today at 2pm ET / 11am PT we're holding a tech demo with @Robyn Wood and will be demoing the Advisor Core solution by YourStake. I'm attaching a 1min demo to give you a quick feel and then we'll do the full demo later today! Here's the link to register. We'll be giving away TEN 60-day free trials to the first 10 attendees, so make sure to be there on time! P.S. How are you preparing investment proposals currently?

@Russ Thornton , @Bonnie Maize , @Marcella Toronto , @James Pollard , @Matt Etzler , @Kevin Stephison , @Jonathan Pliszka , @Lauren Hong , @Paul McWilliams , @Dez Tswaile Thanks for your participation and being active members in this community! Books to choose from: - 10x is Easier than 2x: How World-Class Entrepreneurs Achieve More by Doing Less - The Gap and the Gain: The High Achievers' Guide to Happiness, Confidence, and Success - Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Please direct message @Joe Moss and let me know what book you would like and your address to mail it to! If you would like to join the 10X group for 2024 - you can find out more here: skool.com/10x

While this will almost certainly give heartburn to the "everything must be in the CRM" crowd, I spend a lot of time in email... Maybe you do too. And a tool I use several times each day to help with all sorts of reminders, action items, and other follow ups is https://www.followupthen.com/ While not advisor-specific, it's worked wonderfully and easily for me for the past several years It's relatively inexpensive (I pay $48/year) and it doesn't require another app, website or login to use. You simply send/forward an email (via cc or bcc) to XXXXXX@followupthen.com and it will bring it back into your email inbox based on the timing you designated with the "XXXXXX" in your email. Here's an overview on how it can be used: https://www.followupthen.com/how I've also included an image showing their cheat sheet on all the ways you can schedule your follow ups. I use it daily when: - I get an email from a client and need to set a reminder to take action/follow up... I'll reply to the client and BCC 3days@followupthen.com and in 3 days it will pop back into my inbox as a reminder to get it done and/or confirm with client it's been done - I need to set a weekly/daily/quarterly/yearly reminder for something pertaining to a specific client - I need to set a personal reminder (it works across your email addresses - personal and work) - And dozens of other use cases - I just checked online and I currently have 80+ open/active "follow ups" scheduled Thought I'd share this in case some of you might find it a helpful addition to your tech tool box.