WEBINAR INVITATION - AUGUST 7th, 2024 | 2:00 pm EST Achieving Compliance-Driven Vendor Risk Management (VRM) on a Budget Registration Link: Achieving Compliance-Driven Vendor Risk Management (VRM) on a Budget Attend Buckler's upcoming 30-minute webinar to explore Compliance-Driven Vendor Risk Management (VRM) strategies designed to fit within budget constraints. Gain practical knowledge on navigating regulatory landscapes from SEC, FINRA, NYDFS, and NAIC perspectives, ensuring your firm remains resilient against evolving threats. Topics Covered -Overview and Challenges of Vendor Risk Management (VRM) -Enforcement of Vendor Compliance -Liability in Outsourced VRM -Benefits of a free Open Source Solution Thanks Joe for the ability to create awareness!

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?

Clearly there are a lot of interesting things going on in this space. But who are the advisors and firms that are adding these to their daily workflows? Maybe its you! If so, love to hear your experience in the comments below: AI meeting bots: - FinMate AI (ProAdvisorSuite partner) - Jump - Zocks - Munin AI - Zeplyn - Pulse360 Document Upload Analysis: - Advisor Core by YourStake (ProAdvisorSuite partner) - VRGL - ARQA - FP Alpha - LEA - FutureVault Content Generation: - saifr - AdvisorX AI - Wealth Management GPT Prospecting Tools: - Wealthfeed promo code “proadvisorsuite” for 10% discount - FINNY - Catchlight - Cashmere AI - aidentified CRM bot: - Elara Paraplanner assistant: - Paraplanner.ai - CacheTech Advisor Solutions - CogniCor Technologies Investment Data/Analytics: - Boosted.ai - ArkiFi - ARQA Compliance: - Hadrius (ProAdvisorSuite Partner) - RegVerse

Happy Wednesday ProAdvisorSuite Community. If anyone out there belongs to an RIA Network... feel free to pass along this upcoming Webinar Invitation to Register: https://us02web.zoom.us/webinar/register/WN_E52ox0z_S42TRpmOlVAeHw#/registration (Buckler is a Cyber Program Management Solution) https://buckler.app/

Hello ProAdvisorSuite Community, Just writing to share some great news from Buckler. Press Release: Financial Services Veteran Scott Smith Joins Buckler as CEO Buckler is a Cyber Program Management Solution buckler.app. It's a good day in compliance land! Pamela PS - Thanks @Joe Moss for mentioning to post.