Smart Kx

Collect accurate revenue fast. Maintain compliance automatically.

[Wealthbox CRM @Wealthbox]

📣 New Partnership! Learn more about the @Smart_Kx + @Wealthbox integration. Read more 👉 https://t.co/sNvAUKKFqn

[Smart Kx @smart_kx]

🎉 Our founder, @lacey_shrum!

[Wealth Management @wealth_mgmt]

Meet the Ten to Watch in 2023: @TouBailey, @DrPrestonCherry, Stevyn Guinnip, @sindhutweet, @joylerepsyd, @GovindaQuish, Laxmi Ramanath, @lacey_shrum, Marcel Tsai and @MarwaZakharia.
https://t.co/V9rD3XnOav

[lacey shrum @lacey_shrum]

AUM model rules, but it’s methods drool. ✌🏻

level up your process *and* your fiduciary duty in today’s breakout sesh at 4:50 in Snowbird, level 3

[Smart Kx @smart_kx]

You know your clients’ risk profiles, but do you know your firm’s?

Outdated client contracts and lackluster fee processes are your firm’s biggest liability. Each drives risk and lowers your firm’s valuation.

Join us Thurs at 4:50 at #FIsummit to lower *your* risk number.

[lacey shrum @lacey_shrum]

Slide one’s hot take… today’s sesh is all things re your fee process at @Riskalyze #fisummit

🤓 the biggest inadvertent mistakes I see everyday advisors make on fees
🔥 how I’d bust you on fees if I were your regulator
💙 what to do to fix these things now

[Smart Kx @smart_kx]

If they aren’t… they should be!

[Smart Kx @smart_kx]

Enjoy the automated stairs now and automated fee collection next quarter.

[lacey shrum @lacey_shrum]

Made it! Super excited to be at @Riskalyze #FIsummit enjoying the automated stairs.

[Smart Kx @smart_kx]

⭐️ join us Thursday at 4:50 mst!

[Smart Kx @smart_kx]

Excited to be at #FIsummit this week with our friends from @Riskalyze! Here is what we are chatting about at our breakout session on Thursday:

[Smart Kx @smart_kx]

🪄voila, come January you are spending your time serving clients, prospects and your team... not stressed about fee collection.

[MichaelKitces @MichaelKitces]

Advisory Agreement Statutory Requirements: What Advisors Need To Know To Stay Compliant: https://t.co/aOe6kvD6Y9 @BeachStreetEsq #Advicers #RIA #AdvisoryAgreements #Compliance

[Redtail Technology @RedtailCRM]

Join us tomorrow, August 9, for a Practice Management Takeover with @lacey_shrum founder of @smart_kx.

Actions to take your fee process from surviving to thriving.

Save your seat today 👉 https://t.co/fZErbD1Pk7

[Smart Kx @smart_kx]

https://t.co/B6yR0D55JP

[Smart Kx @smart_kx]

When your client makes a snappy comment about you billing on January 1 values and then the market falling... call us.

We help advisors take care of their clients, not be on the defense. Set up a time here: https://t.co/a99uQqbBZo

[Smart Kx @smart_kx]

@AdviserCounsel Fees and contracts in sync over here… no extra call to your insurance agent needed.