4U Platform LLC

?? Happy Thanksgiving from 4U! ?? As we reflect on this year, we are incredibly thankful for the trust and support of our clients, the dedication of our amazing team, and the partnerships that continue to inspire growth and innovation. Wishing everyone a warm and joyful Thanksgiving filled with gratitude and togetherness!??? #Thanksgiving #Gratitude Denise Wypiszenski, Arin Epstein, Dan Baggott, Samantha Young, Anita Heisl, Tina Noel, Beth Tardalo

4U Chief Engagement Officer Anita Heisl spent the day at the Raymond James Women's Symposium. Each day had a theme, and today was "Pearls of Wisdom!" We're proud and appreciative to be included in the 30th anniversary of this event! #RJWomen Kelly McCauley, MBA Phil Collier, AWMA?, CRPC?

Our team had a great time, and enjoyed connecting with so many of our partners at the Money Management Institute Annual Conference this week! Arin Epstein and Anita Heisl even got to test out their skills at the NASCAR Hall of Fame

Are you headed to the 2024 MMI Annual Conference? 4U's co-founder and co-CEO Arin Epstein and Chief Engagement Officer Anita Heisl are looking forward to connecting! Plus - don't miss ?????? ?????? ?????????? ???? ?????????????? ???????????????????? on the main stage Wednesday Morning. Hosted by Anita Heisl, you'll hear Justin Hansen from MFS Investment Management and Rob Miles of Truist share perspectives on how Asset Managers are connecting with Advisors, how firms are using data to better understand the needs of Advisors, and how Wealth Managers are using partner resources to support key initiatives. #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement

4 Years - 4U! ?? We are excited to celebrate 4 years of partnership with our Wealth Management and Investment Company partners! Here's a quick look at our growth, innovation, and collaboration over the past year - and we look forward to even more in the coming year! Arin Epstein, Denise Wypiszenski, Dan Baggott, Samantha Young, Anita Heisl, Tina Noel, Beth Tardalo

As the Olympics draw to a close this weekend, we've been inspired by the stories of so many of these athletes and marveled at the different paths each has taken to achieve their goals. Investment Company and Asset Management partners have invested heavily in programs and practice management content to help advisors grow their practice and experience the thrill of meeting their goals. From referrals to niche marketing to social media to enhanced service models, advisors can find great ideas in 4U to propel their practice forward and achieve their own goals. #Olympics #Paris2024 #Goals #AchieveYourGoals #Advisors #Fintech Denise Wypiszenski, Arin Epstein, Dan Baggott, Samantha Young, Anita Heisl, Tina Noel, Beth Tardalo

Advisors rely on partner content in 4U to help communicate their service model, business process, and value to clients. We see Practice Management content receive high engagement in 4U. #olympics #paris2024 #financialadvisors #fintech Arin Epstein, Denise Wypiszenski, Dan Baggott, Samantha Young, Anita Heisl, Tina Noel, Beth Tardalo

When news breaks, it can be unsettling for clients, but Investment Company and Asset Management partners are always quick with content to support the difficult conversations advisors have with their clients. Whether it’s breaking news in the financial world, global conflict, a tumultuous election season, or market volatility, support for your clients is as close as a quick search in 4U. #olympics #Paris2024 #financialadvisors #fintech Denise Wypiszenski, Arin Epstein, Dan Baggott, Samantha Young, Tina Noel, Beth Tardalo, Anita Heisl

The most successful advisors aren’t reinventing the wheel with every client meeting. They have a process in place and a team that understands their unique roles within the team. Branch teams are creating “Prepare for Client Meetings” Collections in 4U so that everyone knows exactly what content to include for upcoming client meetings. #Olympics #Preparation #Fintech Denise Wypiszenski, Arin Epstein, Dan Baggott, Samantha Young, Anita Heisl, Tina Noel, Beth Tardalo

We had such a great time last week at the Raymond James Operation: Inspire 2024 Summer Development Conference! The mission was "Unleashing the Power to Transform Lives." We were able to help advisors: - Follow Companies in a single click! - Find Sales Contacts at the speed of light! - Find the Content they need in a single search! - Get rid of emails and easily find Calendar Events in one place! - Become Captain Collaborators with the new Collections feature! Fun times were had by all! Thanks to our many client partners (including John Nersesian, PIMCO) for stopping by to join in on the fun! AND, a big thanks to Phil Collier, AWMA?, CRPC? for including 4U! Kelly McCauley, MBA Brett Ebel Anita Heisl Denise Wypiszenski Arin Epstein Samantha Young Dan Baggott