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ProAdvisorSuite

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AI School for Advisors

Public • 31 • Free

1 contribution to AI School for Advisors
AI experience
Interested in learning more about AI. I have recently used Pipedrive but IMO it had too many moving parts. It did provide email, text and voice messaging which was making it easier to connect. But found that it may have been overkill.... Since I have relocated looking at other avenues of marketing since I was accustomed to old fashioned referrals and community service.
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New comment May 13
1 like • May 13
Yes, I signed up
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David Pankiw
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3points to level up
@david-pankiw-9142
CUBIC Advisors, LLC

Active 7d ago
Joined May 10, 2024
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