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?

This one tool/use case is quite interesting to me where 6 or so solutions have all surfaced around the same time that started being developed 1+ sometimes 2 years ago. They record (or do they?), they take notes, they structure those notes, and then many integrate with CRM so they can send the notes / action items to Redtail, Wealthbox, etc. FinMate AI became a sponsor of ProAdvisorSuite just prior to Future Proof last year - Sept '23. So I believe it was the first to market with a usable product. And @Daniel Yoo, as a former financial advisor, is working very hard to do what he does excellently. And adding in some cool stuff along the way - like talk time (monologues), sentiment analysis, summaries tailored to different meeting types, layers of AI analysis, a phone app... At the end of the day for advisors, it will come down to price, features, UI, trust... as with many things. Here are the demos Daniel has recorded (Redtail on left, Wealthbox on right) of the current features of FinMate AI. Love to hear how you all are using these tools so far!

So continues the saga for my "task management" system It's important to me to be able to focus, so I want the ability to identify my tasks for the day, and then pick one or two to work on and only see them. Then once complete, go back to my full list and pick another task. - Less Annoying CRM - pretty limited here, you just see the full list of your tasks - Monday.com - groups and tasks, and sub-tasks, I found it just getting out of control and I ended up not even looking at it - Wealthbox - similar issue to LACRM, just a running list of tasks and not a way to focus on today, or right now - Attio - very slick, I love their UI (thanks @Dustin Belliston ), but their task feature is incredibly limited - a way to focus here may be to click the company record you're working on, work on its tasks, then go back to the full list and pick the next company / contact... What I really like about Microsoft To Do is the buckets (or lists) of tasks (see attached). I've been using it regularly for shopping lists, very easy to add items from my phone and check them off as I put them in the cart. I haven't used the Faith, Family, Finances, Friends, Fitness buckets as much, but I like them for larger projects / goals in those categories. But its the top section that really resonates with me. You can start with the "All" bucket, then: - Mark tasks you want to work on today to the "My Day" bucket - Then mark one or two tasks in "My Day" as important - Then I work out of the Important bucket, complete those, go back to "My Day" and add another to "Important" Plus it has this really satisfying ring when you check one off. It does have team functionality I believe, but definitely isn't a full-fledged CRM. But I'm a one-man show at this point, so I'm digging it currently. You can also set future tasks, recurring tasks, etc. What about you, what do you use on the daily to manage your tasks? P.S. I also use post-it notes, scratch notes, etc, but trying diligently to find a digital solution I prefer :)