Picture

AdvisoryAI @AdvisoryAI

We scale personalisation for financial advisors. advisoryai.com London Joined March 2023
  • Tweets
    81
  • Followers
    229
  • Following
    2K
  • Likes
    3
AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

Discover the game-changing habits that can transform you into a highly effective financial advisor. 🚀 Harness the power of these habits to thrive and become a highly effective financial advisor. Your path to success begins now! 🏆 #SIFA #financialadvisor #success

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

SIFA offers a seamless template integration that allows you to generate reports effortlessly based on the templates you upload. 📊 Say goodbye to manual formatting and repetitive report creation! #SIFA #financialadvisor #aitools

AdvisoryAI retweeted
wealth_mgmt Profile Picture

WealthManagement.com @wealth_mgmt

11 months ago

Generative AI startup @SIFAltd was built specifically to automate ongoing communications between advisors and their clients. @ddjanowski spoke with CEO and co-founder @Alansjournals: wealthmanagement.com/technology/min…

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

Are you a financial advisor looking to succeed in the ever-changing market? Check out these 4 key strategies that can help you stay ahead of the game and provide exceptional service to your clients. #SIFA #financialadvisors #finance #financialplanning

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

Which Administrative Task Demands the Most Time from Financial Advisors? #SIFA #financialadvisors #TimeManagement

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

UK Financial advisors, want to save an hour a day right now? SIFA will generate fully personalized suitability letters in just 5 minutes! Ready to experience the time-saving benefits of SIFA? Book a demo or schedule a meeting with us: lnkd.in/dUcP87cf #financialadvisor

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

To establish strong client relationships from the start, financial advisors need an effective onboarding process. Here are the key steps: #SIFA #financialadvisors #clientonboarading

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

How do you collect feedback from your clients regarding their satisfaction with your communication and overall client experience? #SIFA #financialadvisors #finance #financialplanning #Feedback

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

Do you want to take control of your schedule and master time management? With SIFA, you can streamline your workflow and take control of your valuable time See below on how SIFA helps advisors save 40% of their time and effectively manage their schedules: #SIFA #timemanagement

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

Communication is at the heart of building strong client relationships as a financial advisor.🗣 To ensure effective and meaningful communication, consider implementing these key strategies. 🔑 #SIFA #financialadvisor #communication

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

As a financial advisor, your time is valuable, and maximizing productivity is essential for success.⌛ To help you stay focused, accomplish more, and deliver exceptional service to your clients, here are 3 powerful strategies to boost your productivity: #SIFA #financialadvisor

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

In today's digital age, technology plays a vital role in the world of financial planning. Here are some key reasons why it's crucial for financial advisors to embrace technology and valuable tips for incorporating it into their practice: #SIFA #financialplanning #technology

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

Which communication channels do you use to stay in touch with your clients?

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

As financial advisors, one of our crucial responsibilities is navigating challenging conversations with clients such as underperformance or changes in financial circumstances. Here are 4 strategies to handle these situations with care: #SIFA #financialadvisor #finance #clients

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

SIFA has launched a powerful new feature: Recordings.🎙️ Now, you can easily upload client meeting recordings to SIFA, and our AI technology will generate summaries and reports for you. Say goodbye to time-consuming transcriptions! #SIFA #AItools #financialadvisor #finance

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

11 months ago

We have some exciting news for you! 🚀 SIFA now offers seamless integration with 2 leading CRM platforms:  Wealthbox and Redtail. Get started by accessing the "Integrations" section in your SIFA account today! #SIFA #financialadvisors #wealthbox #redtail

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

12 months ago

SIFA has launched a powerful new feature: Templates. 🚀 With Templates, you can easily upload your custom document templates, such as meeting summaries or agendas. SIFA's AI will then generate reports that align with your templates, saving you time and effort. #SIFA #Finance

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

12 months ago

Excited to share an insightful article by Michael Kitches highlighting how financial advisors can leverage AI to enhance their communication and productivity. Check out the article for more details: lnkd.in/dApskUpB #SIFA #financialadvisor #ai #aitools

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

12 months ago

We're excited to announce that the SIFA team will be at WealthStack 2023 in Florida! Visit our kiosk at the event and discover how SIFA's AI-powered platform is transforming the financial advising landscape. We can’t wait to connect with you at WealthStack 2023! #finance

wealth__stack Profile Picture

WealthStack (Part of Wealth Management EDGE) @wealth__stack

12 months ago

We're excited to announce that the SIFA team will be at WealthStack 2023 in Florida! Visit our kiosk at the event and discover how SIFA's AI-powered platform is transforming the financial advising landscape. We can’t wait to connect with you at WealthStack 2023! #finance

AdvisoryAI Profile Picture

AdvisoryAI @AdvisoryAI

12 months ago

How frequently do you proactively reach out to your clients to provide updates on their portfolios and address any questions or concerns? #finance #financialadvisor

Trends for United States

Lakers
249 B posts
Jamal Murray
78,6 B posts
Lebron
145 B posts
Darvin Ham
51,5 B posts
Hamilton Hall
40,2 B posts
Nuggets
117 B posts
Nuggets
117 B posts
Jokic
35,6 B posts
TROUBLESHOOTING OUT NOW
5.698 posts
Good Tuesday
15,6 B posts
#꿈을꾸는_엑디즈_첫정규_축하해
8.145 posts
$SKR
851 B posts
#Wordle1046
#tuesdayvibe
8.732 posts
Anthony Davis
12,5 B posts
SUSTAINOVATIVE LIVING WITH APO
287 B posts
Reaves
18,4 B posts
Vando
13,2 B posts
#WWERaw
157 B posts
#SiameseAssetxApoinCTW
343 B posts

You might like

Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
Kalli Collective
@KalliCollective
115 Followers
Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
Matt Sonnen
@mattsonnen_pfi
1K Followers
Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
StreetCred PR
@StreetCred_PR
1K Followers
Wisdom that Protects, Provides & Points us to Christ. Certified Kingdom Advisor (CKA), Certified Financial Planner (CFP), MA in Law (Wealth Management), MBA
Biblical Financial Pl..
@BiblicalFinPlan
51 Followers
Physical Therapist for 20+ years | Married to @BIONICsocialite | Father | Grandfather | Love to nerd out about #StarWars and #Marvel | Stay well, everyone!
Darrell Hickerson
@DarrellMobilePT
24 Followers
He/him. Sci-Fi, Superheros, and Southern food. Contract
Ronnie Colvin, MS, CF..
@moneyeducator
1K Followers
Build a relationship with a fiduciary,
Wasatch Capital Advis..
@WasatchA
2K Followers
Helping Canadians 50+ create secure retirement income. Tweets and threads about personal finance. Get my free retirement planning checklist ⬇️
Jason Evans, CFP®
@Jason_A_Evans
1K Followers
Mama x 3. Only here to keep my husband's ego in check.
Mikayla Sithamparapil..
@MikaylaSith
36 Followers
Certified Financial Planner in Northern Ontario.
Tyler Gliebe
@tglieberr
217 Followers
Zannu Ayomide MideVib..
@Midevibes_prod
10 Followers
Jestem, więc myślę.
Mike Stan
@MikeStanGD
15 Followers
Adv.Shahaji Chavan
@Shahajichavan07
11 Followers
Jared Rabinowitz
@JRabinowitzQW
61 Followers
Nayreen
@lso737282829
146 Followers