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RIA Operators

Public • 804 • Free

ProAdvisorSuite

Public • 293 • Free

11 contributions to ProAdvisorSuite
How's the new Prospecting category going?
I've spoken with several of the new prospecting companies now to find out what they do, how they do it, what they charge, etc. I'm wondering which of these you have tried / are using? What's been your experience?
Poll
5 members have voted
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New comment Jun 25
1 like • May 21
Wishing there were most posts on here from advisor experience using these tools!
1 like • Jun 18
@Joe Moss I consider CashmereAI lead gen. I met with them, sounds cool. Hoping for a similar post on lead gen only 😎
XYPN on AI Notetakers / Meeting Assistants
https://www.xyplanningnetwork.com/advisor-blog/battle-of-the-bots-comparing-and-ranking-nine-ai-notetaker-solutions A pretty thorough review of several solutions...
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New comment Jul 22
1 like • Jun 18
The value in any advisor tech like this is in the integration to other advisor tech tools. For me, it has to automate as much of the menial tasks as possible to validate the fee.
Snappy Kraken
HI! Does anyone use Snappy Kraken, and willing to share their experience? Thanks!
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New comment May 8
0 likes • Apr 29
@Andy Tapparo Thank you!
Real tech stacks - 3/26/24
Just because a category exists doesn't mean you need a tool in it. :) Here's an example of a smaller tech stack: Staff: 3 AUM: $13mil (majority of revenue comes from planning fees) Custodians: Schwab CRM: Redtail Financial Planning: RightCapital Portfolio Management/Reporting: TAMP uses Envestnet Tamarac, adding Orion Document Management: Citrix ShareFile Website: Wix Investment Data/Analytics: RightCapital, TAMP Scheduling: Calendly Tax Planning: CFS TaxTools Fee Billing: AdvicePay Phone System: Google Voice Password Management: LastPass Archiving: XY Archive Compliance/Cybersecurity: SmartRIA Retirement Planning: Savvy Social Security Risk Tolerance: PreciseFP Data Gathering / Forms: PreciseFP eSignature: Docusign Advice Engagement: N/A (Don't use one) Client Meeting Support: N/A (Don't use one) SMS Texting: N/A (Don't use one) Workflow Support: N/A (Don't use one) Estate Planning: N/A (Don't use one) Email Newsletter: N/A (Don't use one) Digital Marketing: N/A (Don't use one) Advisor Lead Gen: N/A (Don't use one) Advisor Reviews: N/A (Don't use one) Education Planning: N/A (Don't use one) Liability Planning: N/A (Don't use one) Healthcare/Medicare Planning: Other (Not Listed) Behavioral Finance Assessment: N/A (Don't use one) Prospecting: N/A (Don't use one) Held-Away Assets: N/A (Don't use one) Community: N/A (Don't use one) Also, firm doesn't do marketing, new business comes from referrals...
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New comment Mar 28
1 like • Mar 28
I'd love to hear more advisors using advisor reviews solutions
What needs solved??
I'm starting to talk with more tech founders these days, looking for a solution to solve for advisors. I've been asked a similar question twice in the past two days: "If you had unlimited money, what would you solve?" 1. Tech stacks are too complicated, advisors have too much tech, are paying too much, and are underutilizing what they have... so possibly a software/framework to manage the stack - you put in each tool you're using and what you're using it for and identifies redundancies, holes, opportunities to save money, and opportunities for additional training - then maybe pairs with a network of tech consultants to help solve specific problems 2. Integration - the data shared between the 15-20 tools in a tech stack needs to flow seamlessly. Like maybe there should be a financial planning data standard, and all tools are built with the same fields in the same structure so data can flow between tools more easily... like standardizing the traffic lights, rules, signs, lane widths, etc across the country Then... once that gets solved... advisors will have the money, capacity, time to adopt new and better solutions and ya'll can innovate to infinity and beyond.
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New comment Mar 25
1 like • Mar 20
What else needs solved? -More automation between key platforms. There was a tool called Benjamin that gave this a go, but IMO wasn't turnkey enough. -Overlays on CRMs that provide next-best action just-in-time (Many do this, but are $$$ and typically sold as modular solutions) -Singular client portals! One app for all the things, including best-in-class aggregation (does that even exist?)
0 likes • Mar 20
@Joe Moss Zapier is tough to maintain, as technology evolves, someone needs to keep on top of the Zaps.
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Stephanie Reilly
2
3points to level up
@stephanie-reilly-2400
TechOps Consultant

Active 156d ago
Joined Mar 1, 2024
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