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We're #hiring a new Trading Specialist in Colorado Springs, Colorado. Apply today or share this post with your network.

The T3 Technology Tools for Today survey is live and accepting responses about what technology Advisors leverage in their tech stack. This survey is an incredibly important one for us as your satisfaction as a user of YourStake is essential to our founding and continuous development. Please take the time to fill out this survey, it takes 10-15 minutes, but it makes a meaningful difference for us, so we thank you for taking the time to do it. You'll find us nominated in - Portfolio Management/Reporting Tools - Portfolio Design Tools - ESG/SRI (Values) Portfolio Analysis - Proposal Generation (please write us in) Thank you again for taking the time to fill out this survey and we will be excited to see the results in early 2025! Vote here --> https://lnkd.in/eaZckNgF Joel Bruckenstein and Bob Veres we appreciate you putting this together for the industry!

New logo anyone? For those who haven't seen the entire re-brand of Jaguar, take a look, quite shocking to see the new direction they took that I think alienates their key target demographic for a new age. If their goal is to capture a new market and divorce themselves from what they were, they did a great job, but I certainly cannot afford a Jaguar so who's paying for them?

Say Goodbye to Manual Meeting Notes | ?? Introducing the AI Meeting Assistant Stuck between active listening and furious note-taking during client meetings? Announcing YourStake's AI Meeting Assistant - a purpose-built solution that lets you focus on what matters most: building client relationships. Here's what sets this apart from generalized AI meeting assistants: ?? Pre-Meeting Intelligence Before you start the meeting get instant access to: - A consolidated summary of all previous client interactions - Key facts and figures from your CRM - Personalized discussion points - Critical background information based on their financial and personal needs ?? Smart Meeting Capture Invite our digital assistant to your meeting - it handles the rest Works seamlessly with Zoom, Teams, Google Meet, and more Captures every detail while you focus on the conversation ? Post-Meeting Magic Instant meeting summaries that combine financial discussion topics and key life moments of your client Auto-generates follow-up email drafts that saves you time Creates and assigns action items for you and your team Syncs everything directly to Wealthbox or Redtail Technology, with more CRM connections coming soon! The best part? Access is unlocked for ALL Advisor Core users through December 31st. Find it right in your People & Portfolios section. Log into Advisor Core to get started, or Schedule a demo to get your AI Advisor Bundle for access to AI Note Taker and Advisor Core: https://lnkd.in/dyWRYEmR #FinancialAdvisors #RIA #WealthManagement #AdvisorTech

The fatal flaw in top-down traditional ESG scoring? It completely misses what your clients care about. We've been interested in offering values-based investing to deliver a bottom-up approach that traditional frameworks often miss. → Clients aren't asking for better ESG scores—they're asking for genuine alignment with their principles → Each client's journey of understanding is unique (Like our case study of an EV investor whose values evolved after discovering the true impact of battery production) → When you start with client values instead of industry metrics, the conversations—and relationships—transform The most interesting part? Advisors who've shifted to this bottom-up approach aren't just seeing better alignment—they're uncovering opportunities for deeper client engagement that top-down scoring could never reveal. Ready to transform your approach from top-down compliance to bottom-up conviction? Read more: https://lnkd.in/d4UyriQ7 #ValuesBasedInvesting #WealthManagement #FinancialAdvisors

What is the impact of an interconnected tech-stack look like? Find out from Gabe Rissman and Robyn Wood at Charles Schwab #Impact2024! Join us at the Tech Kiosks and let us show you what the power of #AI enhancement can do for your practice.

?? You are invited to our Community Forum today, November 18, at 4:30 PM Eastern Time! Join the YourStake team and our community of Advisors at this digital event where we'll discuss the following: - Best practices and top use cases for some new updates in Advisor Core and VADIS - How to utilize our built-in portfolio optimizer and tax transition plan in Advisor Core to provide clients with a personalized portfolio and clear transition plan - See a preview of some new develops coming to the platform in 2025 - Question & Answers with the team, bring any questions, problems, and ideas you have and we'll answer them together or in breakout sessions. If you are a current subscriber to YourStake, be sure to register using this link: https://lnkd.in/exj4RXax See you there!

We've joined Bluesky Follow us over there for more about us and some different types of content thank what you get on Linkedin! --> https://lnkd.in/eX-Sf_dN

The T3/Inside Information Tech Survey is live. If you are an RIA, please take a few minutes to share your experience. The results will be announced at the 2025 T3 Conference. The full report will be made available for free to all participants: https://lnkd.in/efpfK_fp #RIA #WealthTech

?? New feature alert to Advisor Core! You can now customize your analysis and proposals with your firm brand colors within the solution. Navigate to settings and either manually select your colors, or add their hex codes, hit save, and voila! your prospects will be wowed with an on-brand and cohesive presentation. Not using Advisor Core yet? Start a free 14-day trial --> https://lnkd.in/e54aYWZZ