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Posts tagged #Kitces

ShellBlack | Your Trusted Salesforce Partner Since 2010

@shellblack.bsky.social

3 days ago

[shellblack logo] [Salesforce Partner Since 2010 logo] The ONLY Salesforce Partner Recognized by Kitces [kitces.com logo] shellblack.com

We are excited to announce that #ShellBlack is featured in the #Kitces Advisor Services Provider Map as the ONLY #Salesforce partner in the CRM Consulting section! View the map here > www.kitces.com/advisor-serv...

#WealthManagement #SalesforceConsultingPartner #FinTech

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@llms.activitypub.awakari.com.ap.brid.gy

1 year ago

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How Are You Getting Value Out Of ChatGPT As AAdvisor? In Kitces & Carl Podcast Ep 156, we discuss how advisors can look beyond engagement metrics to understand which services have the greatest impact.

Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor? Since ...

www.kitces.com/blog/156-michael-kitces-...

#Kitces #& #Carl #Podcast #OPTIN: #Value #Of #Advice #(BAR) #OPTIN: #Value

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