YourStake
@yourstake.bsky.social
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. Learn more about us: https://www.yourstake.org/
The T3 Technology Tools for Today survey is live and accepting responses about what technology Advisors leverage in their tech stack.
Thank you again for taking the time to complete this survey; we will be excited to see the results in early 2025!
vote here --> www.surveymonkey.com/r/ZXZWH6L
Thank you again for taking the time to complete this survey; we will be excited to see the results in early 2025!
vote here --> www.surveymonkey.com/r/ZXZWH6L
2025 T3/Inside Information Software Survey
Take this survey powered by surveymonkey.com. Create your own surveys for free.
www.surveymonkey.com
November 25, 2024 at 2:03 PM
The T3 Technology Tools for Today survey is live and accepting responses about what technology Advisors leverage in their tech stack.
Thank you again for taking the time to complete this survey; we will be excited to see the results in early 2025!
vote here --> www.surveymonkey.com/r/ZXZWH6L
Thank you again for taking the time to complete this survey; we will be excited to see the results in early 2025!
vote here --> www.surveymonkey.com/r/ZXZWH6L
ESG scoring has a fatal flaw: it ignores what clients actually care about.
Bottom-up values-based investing > Top-down ESG metrics
Why? Because client principles matter more than industry scorecards.
Learn more: www.yourstake.org/esguniversit...
#ValuesBasedInvesting #FinancialAdvisors
Bottom-up values-based investing > Top-down ESG metrics
Why? Because client principles matter more than industry scorecards.
Learn more: www.yourstake.org/esguniversit...
#ValuesBasedInvesting #FinancialAdvisors
Values-Based Investing: Transcending beyond acronyms to deliver true client alignment
Values-based investing isn't just another ESG strategy. Discover how to create customized portfolios that reflect your clients' evolving principles.
www.yourstake.org
November 21, 2024 at 10:02 PM
ESG scoring has a fatal flaw: it ignores what clients actually care about.
Bottom-up values-based investing > Top-down ESG metrics
Why? Because client principles matter more than industry scorecards.
Learn more: www.yourstake.org/esguniversit...
#ValuesBasedInvesting #FinancialAdvisors
Bottom-up values-based investing > Top-down ESG metrics
Why? Because client principles matter more than industry scorecards.
Learn more: www.yourstake.org/esguniversit...
#ValuesBasedInvesting #FinancialAdvisors
What is the impact of an interconnected tech-stack look like?
Find out from Gabe Rissman and Robyn Wood at Charles Schwab Impact 2024!
Join us at the Tech Kiosks and let us show you what the power of #AI enhancement can do for your practice.
Find out from Gabe Rissman and Robyn Wood at Charles Schwab Impact 2024!
Join us at the Tech Kiosks and let us show you what the power of #AI enhancement can do for your practice.
November 20, 2024 at 6:35 PM
What is the impact of an interconnected tech-stack look like?
Find out from Gabe Rissman and Robyn Wood at Charles Schwab Impact 2024!
Join us at the Tech Kiosks and let us show you what the power of #AI enhancement can do for your practice.
Find out from Gabe Rissman and Robyn Wood at Charles Schwab Impact 2024!
Join us at the Tech Kiosks and let us show you what the power of #AI enhancement can do for your practice.
Where can AI be effective for Financial Advisors? Learn about the 6 buckets of solutions through the AI Tech Map!
www.yourstake.org/our-company/...
www.yourstake.org/our-company/...
Financial Advisor AI Tech Map
Explore the crucial AI tech stack for financial advisors. Discover cutting-edge tools to enhance your practice, streamline processes, and deliver personalized insights across six key buckets
www.yourstake.org
November 18, 2024 at 2:30 PM
Where can AI be effective for Financial Advisors? Learn about the 6 buckets of solutions through the AI Tech Map!
www.yourstake.org/our-company/...
www.yourstake.org/our-company/...
We're thrilled to join bluesky! We're a financial technology company that's focused on giving transparent data, ai powered insights, and personalized experiences and portfolios to advisors and clients to invest in the world as they wish it to me.
See where values and investments can meet in harmony
See where values and investments can meet in harmony
November 15, 2024 at 7:55 PM
We're thrilled to join bluesky! We're a financial technology company that's focused on giving transparent data, ai powered insights, and personalized experiences and portfolios to advisors and clients to invest in the world as they wish it to me.
See where values and investments can meet in harmony
See where values and investments can meet in harmony