WEALTHAWK

?? WINNER: Innovation in Lead Generation Technology!? We're proud to perch on this amazing list procured by one of the most authoritative organizations in this industry, Financial Planning! Congrats to all the winners! ?? #advancedtech #financialadvisors Founder Institute

I’ve known Diana Cabrices for a couple of years but I finally met her and Brian Thorp IRL at Wealthtender’s happy hour! Thanks for a fun event. #FutureProof

It was great to celebrate the 20th anniversary of Women's Empowerment International, which provides micro-loans, financial training and other social supports to improve women’s?lives.

?? Ethan Lerner and I will be accepting the award for Innovation in Lead Generation Technology Award at Financial Planning's Advise AI conference October 9-10 in Las Vegas. It's the only wealth management event 100% focused on AI and its uses! To join us click here https://lnkd.in/gPi43_Ui , or let me know if you plan to be there so we can connect!

Happy National Women's Equality Day! ???? Today marks the anniversary of the adoption of the 19th Amendment, which granted women the right to vote. Perhaps it was naive and short-sighted to designate it Women's Equality Day. Though the 19th Amendment ostensibly granted all women the right to vote, in practice white women were the main beneficiaries. Black women, Native American women, Asian American women, and women from other racial and ethnic minority groups were discriminated against for 45 more years until the passage of The Voting Rights Act of 1965 (VRA). And, of course, there are many other ways women still aren’t equal, including the pay gap, bodily autonomy, and underrepresentation in positions of power. Women’s rights are notoriously weak where we're politically underrepresented, and our country?lags behind 68 others?in women’s political representation in national legislatures. Last year American women held only?29 percent?of seats in Congress. At the state level, women hold only?32.6 percent?of state legislative seats. In the courts, women make up only one third of?federal judges?and?state court judges. It makes good sense to have female representation in politics and in business. Research by Boston Consulting Group shows that companies founded or co-founded by women receive around half the investment of male-founded firms, yet they generate higher revenues and deliver about double the return on investment. Additionally, women-owned firms in the U.S. contribute nearly $3 trillion to the economy, according to the World Bank. #WomensEqualityDay #VotingRights

?? We're joining WEALTHAWK for a live webinar that will show a demo of our integration. Join us on Wed 7/24 at 2 PM ET ?? https://lnkd.in/ggvv-rKy

So proud to perch on this amazing list of organizations that are AI first and built to support the wealth management industry.

To remain competitive, financial advisors need a strategy that combines the reach of mass marketing with the personal touch of individual referrals. This hybrid approach significantly enhances client engagement and increases conversion rate. #financialadvisors #growth #organicgrowth

Join us for a discussion about how to grow ↗ your business more efficiently using advanced tech! ??