Capitect

Get Modern Performance Reporting, Billing, and Rebalancing For #FinancialAdvisors

[Capitect @capitect]

Tomorrow, our live training webinar will go over using account groups, entities, and account owners for client reporting.

Hope to see you there!

https://t.co/rj4uDPstkb

[Capitect @capitect]

Tomorrow, our live training webinar will go over using custom assets and CSV imports to track assets manually.

Here is the link to register:
https://t.co/0KHgcvoU9l

[Capitect @capitect]

On our way to #XYPNLIVE. Look forward to seeing everyone in Minneapolis tomorrow!

[Capitect @capitect]

Thanks for a great conference. See everyone next year! #XYPNLIVE

[Capitect @capitect]

We support billing based on AUM tiers, flat fees, or even a combination of the two. 👍
#xypnlive

[Lori Dietzler @zgfinancial]

Flat fee billing is available with @capitect (included with @XYPlanning stack). Thank you @TenonFinancial 👍🙌 #XYPNLIVE

[Capitect @capitect]

On our way to #XYPNLIVE. Look forward to seeing everyone there tomorrow!

[Capitect @capitect]

The next milestone will be processing the first complete set of Schwab files on Tues night.

If you have any questions, please reach out to us at [email protected].

[Capitect @capitect]

This morning, we completed the first step in converting TD accounts to Schwab (@Schwab4RIAs) accounts. We are excited to share that this initial process converted over 99.9% of TD account balances. 🎉

[Capitect @capitect]

As of today, former TD accounts are now shown as Schwab accounts with Schwab account numbers. All prior settings and households are preserved, since we handled this as an account number change in our system, without creating new accounts.

[Capitect @capitect]

Check out the article to read more 👇
https://t.co/iV6kSBxSE6

[Capitect @capitect]

Only about 35% of all Americans work with a financial advisor.

A survey found that of 3,003 people, 623 indicated that they currently work with an advisor, and it also found that 3 in 5 perspective clients have an emotional driver that pushed them to speak with an FA.

[Capitect @capitect]

4/ We’ve answered more of your most commonly asked questions in the link below. 👇
https://t.co/wWCpcuUe9W

[Capitect @capitect]

1/ As you already might know, on the weekend of Sept 2, 2023, the TD-Schwab transition will take place.

Here’s what you need to know.

(A 🧵)

[Capitect @capitect]

3/ If your TD rep code is not currently connected on Capitect, we strongly recommend that you do so prior to the transition so we can download your full history of TD files. TD is expected to stop authorizing new 3rd party data feeds very soon.

[Capitect @capitect]

If interested, the link to watch is below: 👇
https://t.co/k8CdZoIwyC

[Capitect @capitect]

👋 This month, we would like to highlight a previous webinar that went over advanced reporting with goals, entities, and account owners.

Here, you will learn about setting up entities, establishing account ownership, and more.

[Capitect @capitect]

Check out the video to find out: 👇
https://t.co/BhhuYGZyQ9

[Capitect @capitect]

When starting off as a financial advisor, it is important to find a niche to focus on.

Is there a niche that may be more profitable than another? 🤔

[Capitect @capitect]

4. Referrals, referrals, referrals! 🔊

Word-of-mouth advertising will always be powerful.

Creating incentives for clients to refer you to friends and family is one way to increase those referrals.

[Capitect @capitect]

As a financial advisor, it is important to generate consistent leads.

However, some financial advisors may find it to be very difficult. The reason is that FA’s are not using the correct strategies. 🤔

Here are four tips on how to increase and generate leads.

(A 🧵)

[Capitect @capitect]

3. Taking advantage of SEO 🗨️

Looking up best practices for SEO will help your website appear when people are searching for financial advisors. Taking the time to set up a Google My Business page will help create a free listing that connects to Google Maps.