If you’re in the financial advisory business, you understand the value of staying ahead of the curve when it comes to technology and tools that can enhance your services and streamline your operations. That’s where the partnership between GReminders and ProAdvisorSuite comes into play. In this article, we’ll take a deep dive into what ProAdvisorSuite is and how this collaboration can benefit financial advisors like you.
What is ProAdvisorSuite?
ProAdvisorSuite is a game-changing membership program designed for financial advisors, founded by Joe Moss, is a long-time RIA ops and tech nerd. The primary goal of this initiative is to provide members with access to exclusive discounts from a range of participating vendors. These discounts can help advisors save time, reduce costs, and improve their overall efficiency.
How Does It Work?
To become a member of ProAdvisorSuite, you pay a modest monthly fee of $29. In return, you gain access to a growing list of vendors offering their services at discounted rates exclusively for members. The more vendors you utilize from this list, the greater your potential savings.
- Using four vendors: You qualify for a 10% discount on their services.
- Using eight vendors: Enjoy a 15% discount across the board.
- Using twelve vendors: Unlock an impressive 20% discount on their offerings.
This tiered system allows you to maximize your savings based on how extensively you leverage the vendor partnerships within ProAdvisorSuite. It’s a win-win situation, where you invest a little and reap significant financial rewards.
Joining the Waitlist
As of now, ProAdvisorSuite is still running a waitlist. Some firms have already joined, but it’s a great opportunity for you to secure your spot. If you’re intrigued by the potential savings and enhanced efficiency that ProAdvisorSuite offers, we encourage you to join the waitlist on their website. You’ll receive instructions on how to become a member as soon as it opens up.
Evaluating the Value
One common question that arises is, “Why should I pay $29 a month without knowing my exact savings?” It’s a valid concern. To determine if this investment is worthwhile for you, consider these steps:
- Examine the participating vendors to see if you’re already using four or more of them.
- Calculate how much you spend on their services monthly.
- Multiply your spending by the percentage discount you qualify for (10%, 15%, or 20%).
- If your potential savings surpass the $29 monthly fee, joining ProAdvisorSuite is a sound financial decision.
The ProAdvisorSuite Community
Apart from savings, ProAdvisorSuite offers an enriching community experience. The ProAdvisorSuite community provides valuable resources, including:
- Vendor Information: Learn more about each vendor’s offerings and benefits.
- Case Studies: Gain insights from real-world scenarios.
- Tech Assessments: Evaluate the technology that can boost your practice.
- Demos: Get hands-on with the latest tools.
- Community Calendar: Stay informed about upcoming events.
- Member Chat: Connect with fellow members and share knowledge.
In essence, ProAdvisorSuite is more than just a discount program; it’s a supportive community built around the shared goal of optimizing your advisortech.
Join for free here: www.skool.com/proadvisorsuite
Meet the Participating Vendors
ProAdvisorSuite has partnered with a diverse array of vendors to cater to various aspects of financial advisor’s practice. Here’s a quick overview of some of these vendors:
- Asset-Map: Financial Planning
- Elements: Sales Enablement
- Bento Engine: Advice Engagement
- Hubly: Enhanced Workflows
- GReminders: Appointment Scheduling
- FinMate AI: AI Notetaking Assistant for Financial Advisors
- Wealth I/O: AI-Powered Marketing Engagement
- Simplicity Ops: Redtail / Wealthbox CRM Optimizer
- Smart KX: Client Agreements and Fee Billing
- OnBord: Digital Onboarding
- Precise FP: Data Gathering
- Optivice: Debt Optimization
- CurrentClient: SMS & Video Texting
Each vendor brings unique benefits and can cater to specific needs within your practice, making
ProAdvisorSuite a comprehensive solution for advisors.
ProAdvisorSuite is not just a cost-saving opportunity; it’s a community dedicated to enhancing the tech-savviness of financial advisors. By joining this initiative, you can unlock savings, streamline your operations, and stay ahead of the curve in an increasingly tech-driven industry. If you’re passionate about advisor tech and want to be part of a vibrant community, don’t miss out on ProAdvisorSuite.
Ready to take the plunge into the world of ProAdvisorSuite?
Join the waitlist today, and start your journey toward greater efficiency and financial success in your advisory practice.