May 13 in General discussion
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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AI experience
skool.com/ai-tech-for-financial-advisors-2458
Practical applications of AI for financial advisors. --> Moved to the ProAdvisorSuite community.
Leaderboard (30-day)
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