If you had a magic wand to create an app or software that would make your life as an advisor better, what would it most likely do?

likehelpful
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Automate all the damn paperwork.

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Im pretty good at paperwork and this would be awesome

Shut out compliance. 🤣

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A bullshit detector would be nice. That way, when they talk to the unlicensed EIA-only person, guy selling hot investments out of the trunk of their car or basically anyone looking to screw them over, I don't have to talk them off the ledge.

likesmartfunny

Contact Managemt that would automate a call list so i call clients every 90 days. Any ideas?

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Anyone have a clue how to do this on Smartstation?

Make all Rich people’s phones automatically call my office line

likefunny

Magically whisk me and my clients to an ria overnight with the push of a button.

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This button exists! Make the leap!

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Get 4 assistants hired and have them willing to work for me for free

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Can anyone help in uploading the document in Accenture EAF portal. HR has sent the link to login but doesn't show any EAF link.
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Hi Recruiters,
Let’s talk cover letters.
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What’s the biggest mistake you see people make?
Who is actually reading them? You? The department heads?
Bonus points if you can give insight into the way this works with the Creative Department. (I’m a Copywriter.)

Thanks in advance!

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