WEBINAR INVITATION - AUGUST 7th, 2024 | 2:00 pm EST Achieving Compliance-Driven Vendor Risk Management (VRM) on a Budget Registration Link: Achieving Compliance-Driven Vendor Risk Management (VRM) on a Budget Attend Buckler's upcoming 30-minute webinar to explore Compliance-Driven Vendor Risk Management (VRM) strategies designed to fit within budget constraints. Gain practical knowledge on navigating regulatory landscapes from SEC, FINRA, NYDFS, and NAIC perspectives, ensuring your firm remains resilient against evolving threats. Topics Covered -Overview and Challenges of Vendor Risk Management (VRM) -Enforcement of Vendor Compliance -Liability in Outsourced VRM -Benefits of a free Open Source Solution Thanks Joe for the ability to create awareness!

Hello! Welcome to the ProAdvisorSuite Reviews community. The goal of this community is to help you navigate all the advisortech options, try out new tech, and learn from your peers. Start by checking out these links: - Vendor Partners - AdvisorTech Classroom - Chat with other Members To kick things off, please comment below introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!

For those of you who have now or are considering a Financial Planning product, such as eMoney, RightCapital, or one of the many others, what features/functions would you look for to aid you in making a decision? Here is a list of some in no particular order: - Budgeting/Expense tracking tools - Data Aggregation with retail banks - Data Aggregation with brokers/custodial institutions - Data Aggregation with common consumer debt (Mortgages, Student Loans, HELOC's, etc.) - Investment Tracking - Net worth reporting - Goal Setting - Monte Carlo Simulations - Back testing - Roth Conversion Logic - Social Security Optimization - Insurance Planning - Risk Assessment - Behavioral Analysis Tools - Mobile Apps - Client Portal - Tax Planning - CRM Integration - Document Management - Multi-currency support Which of these do or do not resonate with you? And what would you add to this list?

It seems like one of the main tools in advisortech marketing is the webinar, joint webinar, webinar with an expert, video podcast, you-name-it. But recently someone asked me, "Do advisors even like attending webinars?" Someone with a pretty big email list that's been doing webinars for years said his registrations used to be around the 700 mark, but now are typically in the low 100s. My own attendance rates average about 35% Personally, I register for webinars if the topic is interesting, and then typically only attend if I'm not busy at the time. They're a pretty low priority. I prefer to learn in the moment - an article, a YouTube video, a demo on a website, etc. So how about you, what's your take?

Thanks for the invite, Joe! I'm a Co-Founder of Lead Advisor, LLC a Wealth Management Collective with a specialty in building firms, practices and careers through talent acquisition and leadership development. Our clients stretch from Fortune 500 firms to independent RIAs to the solo practitioner. We provide consulting to firm decision makers on how to appropriately build, grow and retain their team members in addition to providing time leverage with our multiple search services.