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Owned by Nora

HL
Homeschool Lab

Private • 1 • $17/m

Memberships

PreciseFP User Community

Private • 111 • Free

ProAdvisorSuite

Public • 293 • Free

Skool Community

Public • 175.1k • Paid

4 contributions to ProAdvisorSuite
Demo Recording of the PreciseFP Risk Tolerance Questionnaire
Why have two tools when you could have one? In this demo, Nora with PreciseFP goes over the risk tolerance questionnaire included with PreciseFP's data gathering capabilities. Here's an example of the questionnaire.
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New comment Feb 14
Demo Recording of the PreciseFP Risk Tolerance Questionnaire
1 like • Feb 14
So much fun, thanks for the time!
2 Keys to Prospect Conversion: Clean Data and Personal Advice
Thu, Jan 25, 2024 12:00 PM - 1:00 PM EST PreciseFP & Bento Engine present: Are you tired of struggling with limited prospect data and grappling with frustratingly low conversion rates? Join us for an eye-opening webinar where we unveil a game-changing solution designed specifically for these challenges. Data Empowerment with PreciseFP: Discover how PreciseFP revolutionizes prospect engagement by empowering advisors to collect crucial pieces of information seamlessly. Learn how this data syncs effortlessly within your CRM, providing a foundation for effective client interactions. Bento Engine: Your Knowledge Catalyst: Uncover the potential of Bento Engine, a groundbreaking tool that transforms raw data into actionable insights. Explore how Bento Engine utilizes prospect information, such as DOB's and State of residence, to empower you with knowledge, proactivity, and customer-focused strategies. Don't miss this opportunity to revolutionize your prospecting game and propel your conversion rates to new heights. Register and attend for a special promotion!
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New comment Jan 23
2 Keys to Prospect Conversion: Clean Data and Personal Advice
1 like • Jan 23
Thanks, Joe! We're excited to show off how to embed a PreciseFP form to your website for prospects!
Any PreciseFP Users? Join the new Skool User Community!
https://www.skool.com/precisefp-community
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New comment Jan 21
Any PreciseFP Users?  Join the new Skool User Community!
1 like • Jan 21
Hello fellow PreciseFP users! Come join the party! As the PreciseFP financial planning thought leader, I'm excited to invite you to join the vibrant Skool User Community. Let's connect, share our expertise, and explore the endless possibilities PreciseFP brings to financial planning. Looking forward to collaborating and learning together!
TODAY! Advisor Core demo & 10 giveaways
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?
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New comment Jan 22
TODAY! Advisor Core demo & 10 giveaways
1 like • Jan 19
Have a good show!
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Nora Gallegos
1
1point to level up
@nora-gallegos-6609
I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Active 16h ago
Joined Jan 4, 2024
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