Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
New York, NY
Joined December 2010
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This month's edition of Action! magazine is out! If you haven't subscribed yet, it's entirely free. Get access to hands-on tips and resources on how to tackle your top practice challenges now. tinyurl.com/rkj42v8e #wealthmanagement #RIA
No wealth industry event is complete without meeting up with @FinTechie #SchwabIMPACT #wealthtech @AdvisorEngine
During TD-Schwab transition @AdvisorEngine didn’t get one client phone call, it was that smooth says @AdvisorEngine CEO Rich Cancro #wealthtech #wealthmanagement #SchwabIMPACT
What advisors would do if they could automate more: spend more time with clients, prospect, or add new services #SchwabIMPACT @AdvisorEngine #RIA
Taking the showcase stage at #SchwabIMPACT @AdvisorEngine CEO Rich Cancro and Schwab’s Ryan Garrison
Suleman Din retweeted
Winning business is tough, but expanding it without a solid strategy? Even tougher! Join me and @sulemandn on 11/7 for a FREE webinar on tips to grow with your existing clientele.
🔗 Register now for free! advisorengine.com/stretch-yo…
Suleman Din retweeted
What an enormous pleasure @AdvisorEngine @NitrogenWealth @intention_ly this panel and discussion on #nextgen knocked my socks off. Kudos @sulemandn for leading an action-packed convo featuring Craig Clark and the results of the Nitrogen Growth Study!
"Online" is no longer a destination for firms trying to reach next-gen clients. @tinacpowell explains why it's important to be hyper-specific about the channels your audience is using in a recent @AdvisorEngine #webinar: bit.ly/4dHtZGo bit.ly/3WFsu4u
Suleman Din retweeted
Join a candid conversation with @FTI_US’s Sandy Kaul and @AdvisorEngine's @sulemandn as they discuss the phenomenon of the crypto ecosystem and why advisors who have been on the fence may want to pay attention >> aetech.cc/3wbzJYM
Suleman Din retweeted
.@AdvisorEngine and @FTI_US released today the next generation of its scalable financial planning ecosystem, offering advisors and their clients an intuitive and adaptable planning experience within a comprehensive wealth management platform. Learn more >> aetech.cc/4auSqFu
Suleman Din retweeted
In an interview with Action! magazine, @t3techhub's @FinTechie reflects on the technology changes our industry has seen over the past 20 years and gives us his predictions for what’s next >> aetech.cc/48eYBvE
Suleman Din retweeted
Good morning T3 attendees. Please join the Godfather of Weathtech in the exhibit hall for breakfast at 8 AM #T32024
Suleman Din retweeted
Probably the happiest guy at T3 each and every year 📷 Sending a shoutout to Michael Pendergrass in sticker form on this special #T32024 anniversary occasion. Thanks for always making us smile!
Suleman Din retweeted
Onstage now exclusively at #T32024: the story of how Good Advice came together via a collaboration betw @RitholtzWealth and @AdvisorEngine - Rich Cancro, @michaelbatnick @Downtown break it down.
Onstage now: @AdvisorEngine CEO Rich Cancro, @Downtown + @michaelbatnick #T32024 @FinTechie @t3techhub
Suleman Din retweeted
Financial services is 10 points behind car dealers on the trust scale. 😬
#T32024
Suleman Din retweeted
Truth: there is a correlation between firm size and the size of their blind spots
#T32024
Suleman Din retweeted
Congrats to @FinTechie on 20 years of T3! 💥 We published a special edition of Action! magazine to celebrate the milestone.
Find your copy in your #T32024 welcome bags and grab extras for your team at @AdvisorEngine booth 303.
Not at T3? Check out the articles inside 👇
