Free AdvisorTech Assessments!

RIA Operators, if you'd like a 2nd opinion on your advisortech stack, I'll be offering free AdvisorTech Assessments for the next month or so!

Some things we'll go over:

- gaps in tech

- redundant tech

- opportunities to try something new

- what pain points do you have with your current advisortech?

If you're interested, comment below or send me a DM. Excited to talk tech with you!

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