Advisor360°

What drives financial advisors to make a move? The special edition of our 2025 Connected Wealth Report on advisor transitions highlights the top reasons. It’s clear that when firms offer innovation, support, and growth opportunities they can attract—and keep—the best talent. Gain insights into why advisors choose to leave their firms--and what makes them stay--in our report: https://lnkd.in/gdfceWA6 #AdvisorSuccess #WealthManagement #ConnectedWealth #AdvisorRetention

In case you missed it, our latest blog featuring our CPO, Dena Upton, is out now! Make sure to give it a read here: https://hubs.li/Q030bhRd0 #FinTech #WealthManagement #Technology

From account opening to client portals, our solutions drive efficiency and deliver a seamless digital wealth experience. See how our connected platform empowers financial advisors, their clients, and the home office with streamlined operations, enhanced client engagement, and actionable insights. #WealthManagement #FinTech #Technology

Dive into the key innovations shaping the industry and hear from top industry experts in the latest edition of our newsletter. We also wanted to extend our greatest appreciation to all our LinkedIn newsletter contributors in 2024. THANK YOU! Ed Bratz, Jonathan Neal, Kristen Schmidt, Jesse Lewis, Lenny Vernovsky, PMP, Mike Betz, CFP®, Jason Inglis, Patrick R. Noonan, CFP®, Jeff Schwantz, Grier Rubeling, Ryan Shanks, Collin Ross, Meredith Connell, CFP®, Charles "Chuck" Failla, CFP®, Hakan Yilmaz, Christine Simone, Michael A. Young, Eric Esfahanian, Cynthia A. Stephens, Douglas Wood, Darren Tedesco, Suzanne Bohs, Joe Moss 🔥, John O'Connell, MBA, Kevin McCrossin, Jennifer Sawan, Claude Denton, Shannon Rosic, Nicholas Stuller, Erick Crowell, Mat Mathews, Sheryl Rowling, Jed Maczuba, Scott Reddel #LinkedInNewsletter #2024Recap #FinTech #WealthManagement #Technology

Our platform integrates data, streamlines workflows, and delivers tools that enhance every step of the advisor-client journey. Discover how we empower advisors to focus on what matters most—building stronger client relationships and driving growth in our video below: https://lnkd.in/g3asapcJ? #WealthManagement #AdvisorTech #ClientSuccess #ConnectedWealth

Don’t miss the latest blog by Darren Tedesco exploring how technology is reshaping advisor transitions, helping firms attract and retain talent, and delivering exceptional client experiences. Read it here: https://lnkd.in/ge2Uf9Mx #FinTech #WealthManagement #Technology #TopAdvisorTalent

We are thrilled to announce that we won the FinTech Operations Innovation Award at last night’s ThinkAdvisor's 2024 Luminaries Awards ceremony! Congrats to all of the winners - see the list here: https://lnkd.in/g82G6s5a #ThinkAdvisor #AwardWinner #FinTech #WealthManagement

Firms investing in modern platforms are winning the talent war and driving stronger client outcomes. Is your tech stack keeping up? Read this special edition of our 2025 Connected Wealth Report on advisor transitions for more insights: https://lnkd.in/gdfceWA6 #WealthManagement #AdvisorTech #ClientExperience #ConnectedWealth

Our very own Ed Bratz and Eric Esfahanian are in Las Vegas to attend the ThinkAdvisor Luminaries Awards! Advisor360° is a finalist for the Operations Firm Award for Innovation! #2024Luminaries #ThinkAdvisor

Last week, Advisor360° hosted a great talk by Molly Graham on 𝘎𝘪𝘷𝘪𝘯𝘨 𝘈𝘸𝘢𝘺 𝘠𝘰𝘶𝘳 𝘓𝘦𝘨𝘰—a concept that really resonated with me. Molly’s message about growth, delegation, and embracing change offered valuable lessons for anyone looking to develop as a leader. A few takeaways that stood out: • 𝗖𝗼𝗻𝗳𝗹𝗶𝗰𝘁 𝗶𝘀 𝗮 𝘀𝗶𝗴𝗻 𝗼𝗳 𝗴𝗿𝗼𝘄𝘁𝗵. It’s uncomfortable but essential for progress. • 𝗘𝘀𝗰𝗮𝗹𝗮𝘁𝗶𝗼𝗻 𝗵𝗮𝘀 𝗮 𝗽𝘂𝗿𝗽𝗼𝘀𝗲. Managers should guide, not mediate every step—empower people to resolve issues first. • 𝗚𝗶𝘃𝗲 𝗮𝘄𝗮𝘆 𝘆𝗼𝘂𝗿 𝗟𝗲𝗴𝗼. Delegate with intention and focus on taking on new challenges, not holding on to tasks you’ve outgrown. I’m inspired to bring these lessons into how we build our teams and create spaces for collaboration. What’s a “Lego” you’ve given away recently that’s helped you or your team grow? #Leadership #Growth #Delegation #TeamBuilding #Advisor360