Good Thursday afternoon, Everyone! Just curious to know if you all require your clients to sign a financial plan after presenting it to your clients. My firm recently registered with the SEC and I've been trying to do some research to see if it is requirement for clients to sign but I'm not having any luck. Thank you in advance!

Any recommendations for maintaining email marketing lists? We use Redtail as CRM and have previously used MailChimp for newsletters and the like. Last I used the Redtail to MailChimp integration, it was broken and RT said it was not their problem to fix. I could try using Zapier but feels like it will be a lot of overhead / complexity (zap for a new contact, zap for a deleted contact, zap for an updated contact, etc.) Does anyone have any app recommendations to use with RT as CRM and/or consultant recommendations who can build out the system for us?

Looking for AI Developer Recommendations Hey everyone, Im looking for recommendations for developers who specialize in programming ChatGPT or other AI language models. Specifically, I need help developing a tool that can summarize data and assist in generating content for my radio and TV shows. The goal is to streamline the process of structuring and writing different segments efficiently. If you know someone with experience in this space, or if you worked with an AI developer who could help with this type of project, I would love an introduction. Appreciate any recommendations!

Looking for a Recruiting Partner for Financial Advisors Hey everyone, im looking for someone who can help us recruit financial advisors (0-5 years of experience) as well as three paraplanners for our firm. We offer a highly competitive compensation package and a unique opportunity that’s rare in the industry. What sets us apart? Robust Lead System “ Our advisors receive fully qualified appointments scheduled for them every week in-office. Dedicated Support Each advisor is backed by a team of administrative staff who handle paperwork and client service. High-Quality Prospects Every appointment is pre-qualified based on asset size and client intent to establish a new advisor relationship. This is a turnkey opportunity for advisors who want to focus on advising rather than prospecting and admin work. If anyone in this group knows of recruiting firms or individuals that specialize in sourcing financial advisors and paraplanners, d love to connect. Appreciate any leads or recommendations! Feel free to DM me or drop a comment below.

I am currently looking to connect with professionals or recruiting firms that specialize in hiring financial advisors, paraplanners, and staff for financial planning offices. We are seeking candidates to fill both local positions in our area as well as some remote opportunities. If anyone has recommendations for recruiting firms or individuals with expertise in this area, I would greatly appreciate your insights. Specifically, I am looking for referrals to companies, contact names, and phone numbers that could help facilitate these placements. Thank you Best regards, Brian Quaranta