Curious what average numbers look like for everyone! Also, I would love to read what your typical client looks like (net worth, demographics, industry, stage of life) in the comments - obviously this will impact your growth targets.

Hey folks, would love to hear what everyone likes/dislikes about their current eApp solution for life and annuity products. Also looking to get some feedback on the modern, AI-enabled platform we're building over at Vigil. If you are currently using tools like Firelight and iPipeline for life and annuities, we'd love to hear from you! If you'd be willing to chat for 15 minutes, please grab some time here: https://cal.com/mason-getvigil/platform-feedback

I'm sure you all heard about the recent Kitces podcast where Google reviews were the main thing an advisor was doing for marketing 😬. You may have also come across Bill Cates' new book about asking for referrals... So... How's it going? --- If you're interested in compliantly asking for reviews, check out Amplify Reviews. Setup fee is waived and monthly amt is 10% off for ProAdvisorSuite Community members.

With the ever-increasing amount of advisortech solutions available to RIAs, finding a platform that simplifies & advances the profession is gold. I'm excited to begin working with Seeds Investor to get the word out about this combined BeFi assessment, risk tolerance, custom portfolio builder, and asset management platform. Yes, all that, and done beautifully in a clean, easy-to-use interface. It's more than a Saas, and simpler than a TAMP. If this sounds interesting, learn more and schedule a demo at: www.seedsinvestor.com

One of my past ideas was about dividing your tech stack up into divisions like you do with a EOS Accountability Chart Attract Convert Deliver Collect I'm interested what tools you're using for "Conversion" or Sales Enablement as @Michael Kitces calls it.