AdvisorBOB

We're in the middle of a busy couple of weeks for a lot of RIA backoffices as they handle billing and compensation for Q3. From a few people I've spoken to in October: - "Just trying to keep my head above water," - "Tracking down problems with accounts before payroll next week," and - "Already getting peppered with questions from an advisor." Meanwhile, it's a popular time for AdvisorBOB users to take a few days off!

What a week at Future Proof! This was our first week at FutureProof Festival, and it's certainly something AdvisorBOB will be putting on the calendar for 2025. Saw some current clients and friends in the industry, and a ton of firms looking to grow and update their processes. Early takeaways as I leave the festival: ◾ Breakthru Meetings were a huge hit, met some great people from all across the country (plus Canada!) ◾ Watching an Eagles loss on MNF was less than ideal ◾ Food Trucks were phenomenal ◾ I need to bring more sunscreen next year

In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts CEO Colton Pence of AdvisorBOB and Manager of Advisor Compensation Alexandra Mayeaux from Great Valley Advisor Group. AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Listen to the full podcast here - https://lnkd.in/eJ_pQA3G

AdvisorBOB is excited to welcome Thomas Kucharczuk to the family! Thomas is a senior at the University of California, Berkeley, majoring in chemical engineering with a business and management concentration. As Technology Operations Analyst for AdvisorBOB, Thomas combines his engineering background with his passion for fintech to assist in adding platform functionality and streamlining operations. Thomas previously worked as an intern for Great Valley Advisor Group where he developed applications to automate data collection processes and created predictive models to provide fast insights. Congratulations Thomas from everyone at AdvisorBOB! Learn more about AdvisorBOB's all-encompassing financial advisor compensation software for RIA back office staff and advisors: https://lnkd.in/gHaaDmKr

One week until Future Proof Festival! Already connecting with a few firms who are looking to update their processes. We work in area of wealth management that isn't invested in as much as a billing system or CRM, so many of these firms are still manually calculating advisor payouts. I'm excited to show firms what AdvisorBOB can do and how we can set them up for success in the future! Looking forward to a great lineup of speakers and one-on-one discussions! See you all out there!

😎😎😎 It's always about the money. In every contract, the most important part is who is doing what and how they will be paid. Any lawyer worth her salt makes sure these two bases are crystal clear in a legal agreement. For a RIA, the most critical aspects of their business are their clients and their advisors. So, why does mixing these priorities—terms, compensation, clients, and advisors—often feel more like an art than a science? I frequently hear from advisors frustrated by two main issues: first, advisors struggle with clarity and confidence in understanding their clients' fees. When clients have questions, advisors are on the front lines and often don't have the resources to quickly explain. second, this uncertainty leads to insecurity about their own compensation. Bad news. Clear objectives, well-defined payment provisions, and seamless execution are essential. This is why Colton Pence and I teamed up to build the integration between AdvisorBOB and Smart Kx. Working together, these systems empower firms to: 💰 Accurately document and execute AUM fee provisions & advisor comp 🔮 Provide transparency to clients and advisors 😎 Instill confidence in the firm from clients and advisors It doesn't have to be all about the money if the money part is clear, easy and seamless.

One month from today, we're heading out to Future Proof Festival in California! As we work with more RIAs who need efficient processes to prepare for future growth, we thought this is a perfect opportunity to connect with like-minded firms. Very excited to connect with some current (and future) AdvisorBOB users, learn about trends in wealth management, and enjoy some great experiences! Keep an eye out for us in Huntington Beach!

The Great Valley Advisor Group Corporate Team, based in & around our Berwyn, PA, Headquarters, came together to celebrate summer over a little Topgolf! In addition we were excited to welcome our new Advisor Compensation Manager, Alexandra Mayeaux, to town.    A few notes from the team’s Topgolf performance… Thomas Kucharczuk from our intern crew came out with some big talent that took us by surprise! AdvisorBOB's resident golf pro Mac Ryan showed us all how it’s done. And COO James J. Spinelli, ChFC®, AIF® somehow won it all… sparking water cooler talk that the games may have been rigged 😉

Impacted by global outage: Airlines Banking Hospitals Retail Unaffected by global outage: AdvisorBOB

🚀 So excited for our collab with Colton Pence and AdvisorBOB! 🚀 Smart Kx excels in AUM fee calculation, and now, with AdvisorBOB handling the advisor compensation piece, RIAs can manage both critical tasks with ease and transparency. This collaboration is a game-changer, ensuring a seamless and efficient process for RIAs. By joining forces, we bring together experts dedicated to supporting your success. Join us for our webinar this Wednesday (link in comments) and stay tuned for more updates on how this partnership will enhance your experience! 🌟