While there are a few surveys out there already on what types of products RIA's and other investment managers plan to implement, what type of product is your firm most likely to evaluate or implement in the next 12 months? Feel free to add other options in the comments or expand on your answers!

We value your insights and experiences with Wealthbox! Please take a moment to give it a star rating based on your overall satisfaction. After rating, feel free to share your detailed experience in the comments below. Your feedback helps other advisors and operators make informed decisions. In your comment, consider including: - Pros: What did/do you like most about this technology? - Cons: Were there any drawbacks or challenges you encountered? - Pricing: Was the pricing reasonable? Any hidden costs? - Overall Experience: How has this technology impacted your practice? Thank you for contributing to our community!

I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS? There's not an "IPS" category on Kitces... :)

It seems like one of the main tools in advisortech marketing is the webinar, joint webinar, webinar with an expert, video podcast, you-name-it. But recently someone asked me, "Do advisors even like attending webinars?" Someone with a pretty big email list that's been doing webinars for years said his registrations used to be around the 700 mark, but now are typically in the low 100s. My own attendance rates average about 35% Personally, I register for webinars if the topic is interesting, and then typically only attend if I'm not busy at the time. They're a pretty low priority. I prefer to learn in the moment - an article, a YouTube video, a demo on a website, etc. So how about you, what's your take?

Curious what average numbers look like for everyone! Also, I would love to read what your typical client looks like (net worth, demographics, industry, stage of life) in the comments - obviously this will impact your growth targets.