A Gift Before Thanksgiving: Your New AI Assistant
I'm sure you're going to get 1000 different Thanksgiving emails this week, so if you open this one and continue reading, I promise to keep it to only 1 Turkey Day Dad Joke.?
What did the sweet potato say to the regular potato?
I yam what I yam!
Now that that's out of my system, onto the main course, I mean content...
I wanted to extend a big thank you to those who came out to the fall community forum last week!
We unveiled several exciting platform enhancements. Our new Tax Transition Analysis is now available to all Advisor Core users, helping you optimize portfolio transitions while managing tax implications.
The highlight of the event was unveiling our new AI Note-Taking Assistant - which we've unlocked for all subscribers to try through December 31st. This tool integrates with major meeting platforms to provide automated summaries, follow-up emails, and task management.?
There is much more to cover below, so continue reading, and on behalf of myself and the entire YourStake team, have a Happy Thanksgiving!?
After hearing from countless advisors about the time sink of meeting documentation and follow-up coordination, we're excited to announce that our AI note taker and meeting assistant is now live for all subscribers of YourStake!?
Say goodbye to post-meeting note scrambles - our AI Meeting Assistant does the heavy lifting, from pre-meeting client summaries to automated follow-ups and CRM task syncing with Wealthbox , Redtail Technology , and soon Salesforce.
As a thank you to our users, we've unlocked it for all for unlimited use from now till December 31.
Start using it through the People & Portfolios tab to get started and our team is here for any assistance in getting it set up, schedule time with us.
Our friends at First Affirmative Financial Network are looking for a new trading specialist on their team! If you or anyone within your network is looking for an opportunity, please share this job description and have them connect with [email protected] or through LinkedIn Jennifer Waterman
We've added this to all current Advisor Core users as a thank you for your continued enthusiasm of our extraction, analysis, and proposal generation solution, as a reminder with Tax Transition Analysis, you can:
The Impact?
"What once took 2-4 hours of back and forth with my team... now can be done in 5 minutes using Advisor Core" - Kenneth Silva Ballard, CSRIC, IAR, First Affirmative Financial Network
Traditional top-down ESG scoring often misses what truly matters to clients.
However, values-based investing creates a bottom-up approach that addresses this gap.
?In our latest blog post, Kenneth Silva Ballard ,CSRIC from First Affirmative Financial Network covers:
→ Clients want genuine alignment with their principles, not just better ESG scores.?
?→ Each client’s understanding is unique; for example, one EV investor adjusted their values after learning about battery production’s impact.
→ Prioritizing client values over industry metrics transforms conversations and relationships.
Advisors using this bottom-up approach not only achieve better alignment but also uncover deeper client engagement opportunities that traditional scoring overlooks.
Are you ready to shift from top-down compliance to bottom-up conviction?
Gabe Rissman recently chatted with Financial Planning Rachel Witkowski to discuss the founding of YourStake and what the future holds for us.?
One Last Thing...
Want more Thanksgiving dad jokes? Reply to this email and I'll send you some more!?
I've got a whole cornucopia of them! ??