Author Description

There are 500+ advisortech tools across 36+ Kitces categories with more being added weekly it seems. How are financial advisors supposed to keep up? They could spend hours upon hours demoing tech, making comparisons, talking with other advisors about what they are using... But each new tech adoption costs more in time and implementation than it does in subscription fees. And what if something better comes out next week? Plus the fact that the vast majority of advisors aren't really using their current tech to its full capabilities. Or they could read this book. You see, I've studied the Kitces and T3/Veres surveys, demo'd loads of tools, reviewed the various directories, and I'm still overwhelmed. But through all that and my own experience as a paraplanner, virtual CSS, Ops Manager of a CRM consultant, and now COO of an RIA - I've picked out a stack that I can recommend - for the year. This book is that stack and will cover these categories: Custodian CRM Portfolio Management / Performance Reporting Financial Planning Document Management Website Investment Data / Analytics Fee Billing Compliance & Communications Archiving Risk Tolerance Data Gathering Scheduling Tax & Estate Planning Healthcare / Medicare Planning Insurance Planning Liability Planning Charitable Planning Advice Engagement Proposal Generation Voice / Texting Cybersecurity Held-Away Assets Identify Theft Note-Taking Prospecting Email Newsletter Lead Generation Video Meetings Team Communication Email Hosting Email Overlay eSignature “YourFirm” OS Manual So what tools am I recommending AND why? You'll have to read the book to find out!