The financial industry's premier AI assistant.
Atlanta, GA
Joined November 2012
- Tweets5.1K
- Following810
- Followers1.7K
- Likes1.4K
Benjamin retweeted
How do you manage portfolio allocations and notifications in your financial advisory or wealth management firm? bit.ly/3eJiJeX @get_benjamin #financialservices #wealthmanagement #portfolio #advisors
Benjamin retweeted
Advisors Report They Are Succeeding In Calming Clients, & other "Weekend Reading for Financial Planners May (16-17)" - bit.ly/3bCOfIF
Benjamin retweeted
Client Note-Taking: Frameworks And Tools For Advisors To Improve Client Conversations bit.ly/2XMejxP
Benjamin retweeted
Knockout Approaches To Virtual Networking, & other "Weekend Reading for Financial Planners (Apr 4-5)" - bit.ly/3aVpCY6
Benjamin retweeted
Question to advisors: which advisors are doing cool video/YouTube-based content to help communicate with/educate consumers in the midst of this current environment?
Suggestions on folks doing good work to highlight?
Cc @RJPIII
Benjamin retweeted
New article from @FinTechie on the @t3techhub: Top 6 Mistakes Advisors Make When Working from Home – and How to Avoid Them t3technologyhub.com/top-6-mi…
Benjamin retweeted
How can #AI help to alleviate some of the tasks you have in your financial planning or wealth management firm? youtu.be/LHZjHQQDSVY #Roundtables #fintech #innovation
Benjamin retweeted
Measuring The Quality Of An Advisory Firm , & other "Weekend Reading for Financial Planners (Feb 22-23" - bit.ly/2T5p8qD
Benjamin retweeted
What's a fintech? 43 insiders at powerful Wall Street firms, hot startups, and big investors weigh in on the buzzy but hard-to-define term. businessinsider.com/what-is-…
Benjamin retweeted
Love stories like this one from @ReformedBroker about how good service - nothing outlandish, but simply knowing and connecting with the people you do business with - can quickly turn people into Clients For Life...
Client for Life bit.ly/3alyfvl
Benjamin retweeted
Your CRM as an advisor isn't just a 'digital rolodex' of client information. It should also:
- Be the business hub
- Capture 'corporate memory' of client services
- Facilitate communication
- Manage workflow
"4 things advisers miss when it comes to CRM" bit.ly/368J6pS
Benjamin retweeted
It’s understandable that our industry would have a hard time with #technology adoption. The key to being on the forefront of this change, however, is to see technology not as the quickest way out the door, but as a faster route to a higher paycheck. bit.ly/34M9lkB
Benjamin retweeted
How Can Advisors Retain More Clients? In A Word: Communication, & other "Weekend Reading for Financial Planners (Dec 7 - 8)" - bit.ly/2OWREK7
Benjamin retweeted
Time management tip #1: Make a plan!
Take back control of your time (and finally take that much-needed vacation) with these 3 time management tips for advisors. bit.ly/2QN13W5 #timemanagement #advisors
Benjamin retweeted
Sponsored Post: How Artificial Intelligence (AI) Is Changing Advice Delivery and Wealth Management (from Fidelity Investments) trib.al/3MY8mu9
Benjamin retweeted
The new integration of @get_benjamin and @orionadvisor is a game changer for financial advisors! #BenjaminAI #GetBenjamin #innovation
Benjamin retweeted
Booth #219 is buzzing with activity at #SchwabIMPACT! If you haven't had a chance to stop by our new megabooth yet, swing by to say hello to our team of Subject Matter Experts & learn about our latest integrations with @get_benjamin and @myfactorE.
Benjamin retweeted
Tools like @emoneyadvisor @orionadvisor are paving the way for advisors to manage portfolio tech & clients easier. Be sure to look for additional integrations that can help you manage easier. #GetBenjamin #AIAssistant #ForAdvisors #SchwabImpact
Benjamin retweeted
Running behind prepping for client meetings? Our new integration with @get_benjamin is here to help. Learn how: bit.ly/2CeOpqn