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RIA Operators
Public • 804 • Free
ProAdvisorSuite
Public • 293 • Free
13 contributions to ProAdvisorSuite
Jul 11 in
FinTech Priorities
While there are a few surveys out there already on what types of products RIA's and other investment managers plan to implement, what type of product is your firm most likely to evaluate or implement in the next 12 months? Feel free to add other options in the comments or expand on your answers!
Poll
3 members have voted
2
6
New comment Jul 23
0 likes • Jul 23
@Miguel Thorpe We checked out Zocks, FinMate, and Jump and ultimately went with Jump for our AI notetaker.
0 likes • Jul 23
@Joe Moss curious to hear how you've liked AdvisorArmor. Did a demo recently and found it interesting, but wondering how actually using it feels.
Jun 21 in
Rate and Review: Wealthbox - CRM
We value your insights and experiences with Wealthbox! Please take a moment to give it a star rating based on your overall satisfaction. After rating, feel free to share your detailed experience in the comments below. Your feedback helps other advisors and operators make informed decisions. In your comment, consider including: - Pros: What did/do you like most about this technology? - Cons: Were there any drawbacks or challenges you encountered? - Pricing: Was the pricing reasonable? Any hidden costs? - Overall Experience: How has this technology impacted your practice? Thank you for contributing to our community!
Poll
5 members have voted
0
3
New comment Jul 3
1 like • Jun 25
The reason I gave Wealthbox 3 stars is because it feels like there is some low hanging fruit it terms of functionality/customization they could improve (ex. better calendar settings, making all record fields customizable) and because I struggle getting their contact structure to work with our UHNW client base (ex. can't get tasks/activity from a company record to flow through to a household record). That said, I really like the tasks and workflows and feel that its way better than no CRM at all! I also like that it integrates with the rest of our tech stack and that I was able to start using it right away without too much customization.
Jun 12 in
How do you create your IPS statements?
I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS? There's not an "IPS" category on Kitces... :)
Poll
5 members have voted
0
11
New comment Jul 23
1 like • Jun 20
We use a template we created since our firm specializes in impact investing and we use an Impact & Investment Policy Statement.
May 31 in
Do you even like attending webinars?
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?
Poll
31 members have voted
5
23
New comment Jun 6
0 likes • Jun 3
If I register, I typically watch because I find it hard to make time to watch a recording (unless it's a webinar with highly relevant information - then I make the time). That said, if I start watching and it's too sales-y and not enough other value I start multi-tasking and focusing less on the content (and sometimes dropping off before it finishes).
May 6 in
How many new clients do you personally acquire each month?
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.
Poll
8 members have voted
1
6
New comment May 31
1 like • May 16
We work in the UHNW space with families and institutions. Minimum client size is $10mm AUM, ideal client is $100mm AUM. We currently average one new client a quarter, but we are only a year old, so not much data yet!
1 like • May 31
@James Carlson It's all about perspective... we have someone in our network looking for $1bn AUM clients!! That feels like whale hunting to us!
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@marcella-toronto-8084
Ops & compliance professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!
Active 3d ago
Joined Jan 2, 2024
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