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AdvisorX2 retweeted
From the Mr Beast "how to work here" guide. Interesting how this mindset towards consultants is radically different than how Gen X/Boomers see them.
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AdvisorX2 retweeted
The annual WealthStack Study is here! WMIQ In partnership with @SSCAdvent Black Diamond, cover the latest trends shaping the industry. spr.ly/6016WvXaa #wealthmanagement #WealthStack #wealthtech
AdvisorX2 retweeted
Moneytree has released a brand new financial planning solution. Check out our blog for this behind the scenes look at how we built this. hubs.ly/Q02LNqb80
AdvisorX2 retweeted
When I needed to find a car for my teenagers, I looked at Toyotas first because they hold their value and tend to be very reliable cars. Toyota knows that success for their firm, means success for us as consumers too. ow.ly/6tAl50TeyBp
AdvisorX2 retweeted
Advisors need to be diligent when it comes to their third-party technology and terms of service. By Jay Jumper contributor for @wealth_mgmt spr.ly/6018mmp6Y
AdvisorX2 retweeted
How to choose a CRM for your new RIA x.com/i/broadcasts/1…
AdvisorX2 retweeted
We're excited to announce our 2024 Theme for #AdviceTechLIVE, Elevating the Human Experience through Financial Technology. Join us and other fintech companies, professional advisors, thought leaders, media and more this November! Register Now For FREE 👇 hubs.ly/Q02Lz_FB0
AdvisorX2 retweeted
ICYMI: Nitrogen launches five new product lines at virtual event with over 1,000 advisors in attendance. Learn more: nitrogenwealth.com/press-releases…
AdvisorX2 retweeted
🤔 Are you thinking about switching to RightCapital from another planning software? Two advisors shared the good, bad, and why behind their own decisions during a "Good Advisors Finish First" Desk Side Chat: rightcapital.com/blog/switching…
AdvisorX2 retweeted
👇🏽 Check out a recap of our latest Decision Center updates from @investmentnews: bit.ly/3yw2fp5 #financialplanning #financialplanningsoftware
AdvisorX2 retweeted
Snappy Kraken launches Enterprise, a new platform for mid-market and enterprise-level RIAs and BDs. 🚀 Industry experts from Altruist and Schwab join to support this ambitious expansion! hubs.la/Q02LrlxW0
AdvisorX2 retweeted
3/4 of advisors see compliance as a top tech challenge, according to Cerulli Associates. Even with increased tech adoption, fragmentation, lack of training, and time constraints remain significant issues. hubs.la/Q02Lrhl20
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