Feb 20 (edited) in AdvisorTech Demo
List of AdvisorTech consultants - sponsored by Bento Engine*
My goal for this list is to be a resource to firms that are looking to consolidate, transition, or optimize their AdvisorTech stack!
Listed by LinkedIn follower count:
- - 78,327
- - 23,520
- - 15,182
- John O'Connell - 13,937
- - 9,713
- Joel Bruckenstein - 8,750
- Craig Iskowitz - 7,112
- Cameo Roberson - 5,780
- Kristen Schmidt - 4,836
- Bob Veres - 3,609
- - 2,647
- Charesse Spiller - 2,464
- Michael Whitman - 2,104
- - 2,033
- - 1,746
- Jessica Jones
- - 1,578
- - 1,567
- - 1,025
- - 922
- - 902
- Tad Herrington - 800
- - 582
- - 537
- Jeff Rusin - 317
*Bento Engine is how you deliver advice to clients Proactively. Once set up, you'll automatically receive reminders in your CRM to reach out to clients/prospects about upcoming milestones along with all the information you need to deliver the best advice.
Schedule a demo with Bento or reach out to advisor about his experience using Bento with his clients.
5
5 comments
List of AdvisorTech consultants - sponsored by Bento Engine*
skool.com/proadvisorsuite-8887
Hack Your Tech Stack! with the ProAdvisorSuite community
Leaderboard (30-day)
1
+5
2
+2
3
+1
4
+1
5
+1
powered by