Excited to present my thoughts on How to leverage tech to grow and scale your practice on Oct 7 with ROBERT SOFIA and Suzanne Siracuse - summit2020.advisorperspectives.com/talks/advisor-… Snappy Kraken Marie Swift VettaFi | Advisor Perspectives #wealthtech #fintech #financialadvisors

. FP Alpha is on the MAP! Great visual look at all the tech solutions in one place. Check us out under Advice Support: kitces.com/wp-content/upl… MichaelKitces Craig Iskowitz Joel Bruckenstein Suzanne Siracuse Gavin Spitzner #wealthtech #fintech #financialadvisors

.Joel Bruckenstein provides a great synopsis on how the pandemic has changed advisors relationship with tech - barrons.com/articles/finan… Suzanne Siracuse Barron's Advisor Steve Garmhausen (he/him) #wealthtech, #fintech, #financialadvisors

Excited to present my thoughts on How to leverage tech to grow and scale your practice on Oct 7th with ROBERT SOFIA and Suzanne Siracuse - summit2020.advisorperspectives.com/talks/advisor-… Snappy Kraken Marie Swift VettaFi | Advisor Perspectives #wealthtech #fintech #financialadvisors

Great article in Barron's discussing the importance digital marketing for advisors and nice mention of FP Alpha - barrons.com/articles/finan… Joel Bruckenstein Suzanne Siracuse Samantha Russell 👩🏼‍💻 Jud Mackrill 🏴‍☠️ #wealthtech #fintech #financialadvisors

.Bob Veres' view on our AI powered tool and how it assists advisors in areas that they normally don't specialize in - fpalpha.com/bobveresarticl… Joel Bruckenstein T3 Technology Tools #financialadvisors #fintech

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-… @FAmagazine Joel Bruckenstein Suzanne Siracuse #wealthtech #fintech #financialadvisors

Maximizing tech will free up advisor's time to better serve clients fa-mag.com/news/new-wealt… @FAmagazine Joel Bruckenstein Suzanne Siracuse Andrew Altfest #wealthtech #fintech #financialadvisors

Three Tips for Advisors to Grow their Business investmentnews.com/playlist/tripl… InvestmentNews Jeff Benjamin #financialadvisors #fintech

Loved participating in the #XYPNLIVE virtual event. Some great conversations and networking. Thanks Alan Moore (He/Him/His)! #fintech #nextgen

Advisor Fintech Map: New category Advice Support kitces.com/wp-content/upl… MichaelKitces Craig Iskowitz FP Alpha Andrew Altfest Josh Grossberg #wealthtech #fintech #financialadvisors

Speaking tomorrow at @napfa Fall conference with @fintechie Joel Bruckenstein on using tech to better serve clients. Suzanne Siracuse #wealthtech #fintech #financialadvisors

Scaling Financial Planning through Technology. Let us know what you think! app.hubspot.com/documents/8292… Joel Bruckenstein Suzanne Siracuse Gavin Spitzner #financialplanning #wealthtech

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? fa-mag.com/news/advisors-… @FAmagazine Joel Bruckenstein Suzanne Siracuse #wealthtech #fintech #financialadvisors

The real opportunity for business growth for advisors today lies in digital marketing. Do you agree? Other areas? fa-mag.com/news/advisors-… Joel Bruckenstein Suzanne Siracuse @FAmagazine #wealthtech #fintech #financialadvisors

Three Tips for Advisors to Grow their Business: investmentnews.com/playlist/tripl… InvestmentNews Jeff Benjamin #financialadvisors #fintech

Is CRM Becoming The New Advisor Hub? kitces.com/blog/the-lates… MichaelKitces Craig Iskowitz Redtail Technology Brian McLaughlin #wealthtech #fintech #financialadvisors

Interesting article by Sam Steinberger about financial planning tools as lead generators. Given the growth of lead gen tools wonder if we will see more advisory firms add full-time sales people just focused on prospecting digital leads. wealthmanagement.com/technology/can…

Pleased to contribute the lead article for @FAmagazine ‘Improve the intersection of expert advice and #technology you offer, in a way that helps you attract and scale more #NextGen business.’ fa-mag.com/news/next-gen-…

A good quick summary of separate financial planning fees and advisor experience with each by Justin Duft Commonwealth . Success requires advisors to "Create a robust planning process that brings a lot of value to the client." bit.ly/3rcq5gE Bob Veres Matthew Jackson