Is there going to be a way for a client to use Ask my advisor, to not only set an appt for a meeting but email someone else at the RIA team (sub-advisor or underwriting...)?
Is that notification of activity email something that also goes to client if advisor makes changes?
Will you be adding any additional modules to the financial planning tool? If so, how is the best way for us to make a recommendation?
Even though we already use the Financial planning portal, I'd still like to have access to the marketing materials mentioned at the end of the video. Where can I find these?
Please Ask Chelsea to add this to Goldbloom Wealth Management LLC, smart sheet plan , we are mid implementation, Thank you