Ryan George was named a ThinkAdvisor 2023 #Luminaries finalist in the Thought Leadership & Education category. Congrats Ryan! https://t.co/MDtVL7nEPZ
According to InvestmentsNews Research's 2022 Adviser Technology Study, 57% of advisors say lack of integration is their biggest technological roadblock. Read more on how to manage integrations for maximum success. https://t.co/xM0l0XsR33
@CashApp@CashSupport I am trying to log in and I am not receiving the verification code. I have tried email, text, and phone call to receive codes and nothing works. My email and phone number are correct as I was just logged in over the weekend.
Congrats to our CMO, Ryan George for being named a finalist in the https://t.co/4yUy5rh85R 2023 Industry Awards for Technology Chief Marketing Officer of the Year! https://t.co/G5LsRzTT3N
Advisors who are experts in a specific space are often viewed as higher value, which can be incredibly profitable and lead to significant growth. Learn from Docupace Ryan George "How to Find Your Niche Market". https://t.co/s4OmFgiI7D
Welcome to the Docupace family Aleksejs Voroncovs! When describing what Aleksejs was most excited about he said, "I'm mostly excited to take part in building a cutting-edge product within the team of experts and nice people." https://t.co/G2GLWEWkUb
There is no better time to build generational diversity and close the generation gap that persists in the financial advising industry. Read further from Docupace Adam Jakobson on how upgrading your tech can help recruit clients. https://t.co/viMD1PIbGQ
"Being able to identify the buyer’s needs – especially pain points – and connecting those needs with best capabilities remains our consistent mission..." Read more from Docupace Michael Vossler in recent Wealth Solutions Report. https://t.co/aB8nwBMtp4
Many firms agree that improving clients’ digital experience is important, but few believe technology will drive their firm’s growth. Read from Docupace Ricardo Islas on why firms should focus on a digital document management strategy. https://t.co/vACYzqtwjU
Welcome to the Docupace family Linards Liepins! When describing what Linards was most excited about he said, "I am excited about the ability and opportunity to combine and materialize the knowledge generated in my past professional path."
Docupace Debbie Miller describes why "It's Time to Seriously Consider a Documentation Management Tool" in recent Nasdaq article. https://t.co/2YB5lH7Cnk
Hey #BackOfficeHeroes, we see you! 👀 It’s time to get the recognition you deserve. Submit your nomination for the Back Office Heroes Awards. https://t.co/shheSpxHUA
Join us next week for a special webinar with PreciseFP and Collegiate Funding Solutions! Learn how to get more leads by helping families save on the cost of college. https://t.co/9vnQrdKVOm
Welcome to the Docupace family Jakub Meller! When describing what Jakub was most excited about he said, "I am excited to work with top-level specialists to continuously simplify wealth management."