I came across this again today, but trying to cement it in my brain as a go-to resource looking for tech and services for RIAs. So maybe I'll just put it all in an article with LinkedIn links and everything: https://advisorservices.schwab.com/schwab-affinity-services Schwab Affinity Services affinity = a spontaneous or natural liking or sympathy for someone or something google's words, not mine. Now for some of Schwab's words: Find third-party providers quickly, easily, and at preferred pricing Get a head start on your search with our curated collection of 100+ third-party, RIA-focused providers covering the key areas essential to managing and growing your business. **Client experience** - Client appreciation and events Olive & Cocoa, LLC KraftyLab Toffee to Go Wall Street Greetings, LLC - Client engagement and feedback Absolute Engagement NEXA Insights - Client support Carefull Chicago Clearing Corporation Everplans Financial Recovery Technologies Net Worth Strategies, Inc. StockOpter Trust & Will **Corporate providers** - Hotel Hilton Hyatt Hotels Corporation - Office supplies UPS

There are a lot of CRMs.

🐐 = The Goat: There can only be one Goat. The #1 community builder on Skool. 💎 = Diamond: The top 0.5% of community builders get Diamond status. 👑 = Crown: The top 1% of community builders get Crown status. 🚀 = Rocket: The top 5% of community builders get Rocket status. 🔥= Fire: Users with a 30-day streak of 10+ activities per day get Fire status. Talk about leveling up the whole like button thing.

fintech.kitces.com

FREELANCER Josh, josh@askdavis.com Austin Pierce, https://www.linkedin.com/in/austinpierce/ Eva V Anderson, https://www.linkedin.com/in/eva-v-anderson-mbaitm27511/ COMPANY Agency73 (https://www.agency73.com/) Scott Holmen (https://www.linkedin.com/in/scott-holmen-63aa6410/) Cloudfloria (https://cloudforia.com/) Chuck Beretz Managing Partner, Cloudforia Salesforce Platinum Consulting Partner M: 760-650-2482 E: cberetz@cloudforia.com | www.cloudforia.com Charles Beretz (https://www.linkedin.com/in/chuckberetz/) SOLVD (https://solvd.cloud/) *Financial Services specific focus Spencer Lowe (https://www.linkedin.com/in/spencerklowe/)