Advisor visuals @advisorvisuals

Visual summaries clients actually read. Built in minutes. advisorvisuals.com Estonia Joined November 2023

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Advisor visuals @advisorvisuals

3 months ago

@AaronKlein One never knows when clawy could turn into skynet 😂

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Advisor visuals @advisorvisuals

6 months ago

Note taking will have to become multi-modal in both input (speech, sketches, scans, documents …) and output (CRM entries, visual summaries …) . Ultimately what we want is to build a full knowledge graph of the client’s situation and plan. Shameless plug: We are already allowing our users to go from meeting notes to visual meeting summaries (think one-page plans) in seconds using AI. Checkout the demos here app.supademo.com/showcase/cmilk…

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Advisor visuals @advisorvisuals

6 months ago

@JonLuskin I like to think of them as compasses. they can show you north, but more often than not, and unless you are getting there by plane, your path to your destination will not be a straight line

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MichaelKitces @MichaelKitces

a year ago

The One-Page Financial Plan: Focusing On What Matters Most bit.ly/3FM8qFJ

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The Perfect RIA @ThePerfectRIA

3 years ago

Prepare for a journey through SEVEN transformative chapters aimed at elevating your practice and boosting your value! Ready to take part in our game-changing One-Page Financial Plan Masterclass? zurl.co/ZCTR #OnePageFinancialPlan #FinancialPlanning

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Advisor visuals @advisorvisuals

6 months ago

@MarcBautis We now have made it trivial to create such plans and tailor them to each meeting in minutes. Got meeting minutes ? create a visual meeting summary in seconds give us a try at advisorvisuals.com

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Advisor visuals @advisorvisuals

6 months ago

@jasonfrieds cannot agree more!

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Advisor visuals @advisorvisuals

6 months ago

anyone knows how I can reach out to @MichaelKitces and @behaviorgap ?

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Advisor visuals @advisorvisuals

6 months ago

👀 A new functionality we are super excited to share with you and that will be coming soon : "Visualizations". These are pre-made visualizations that will help me get concepts across to your clients. Over the upcoming weeks, we will be adding visualizations in different styles from sketches to intricate graphs and charts. Please share ideas of visualizations you would like to see included in the comments below

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Advisor visuals @advisorvisuals

6 months ago

🚀 AdvisorVisuals is officially LIVE! Every client meeting deserves a custom deliverable. But let's be honest: who has the time? Between prep, the meeting itself, and follow-up, creating something tailored for each conversation used to mean another hour (or more) at your desk. So most of us default to generic reports or skip the deliverable altogether. Not anymore. Visual summaries clients actually read. Built in minutes. Record your meeting. Our AI extracts the key points. In minutes, you have a polished, visual report ready to send, personalized to exactly what you discussed. 💡 Retirement timeline conversation? Done. 💡 Tax strategy deep-dive? Done. 💡 Education funding check-in? Done. Unlike other platforms that lock you into a single data source, AdvisorVisuals gives you full flexibility. Bring in data from anywhere. You're not boxed in. What used to take an hour now takes 5 minutes. Stop overwhelming clients with 50-page decks. Start driving clarity and action. Huge thank you to all our beta testers and mentors who made today possible 🙏 🎥 Demos: app.supademo.com/showcase/cmilk… ➡️ 14-day free trial: advisorvisuals.com

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Advisor visuals @advisorvisuals

7 months ago

Anyone knows where I can get anonymized advisor meeting transcripts? I have been cooking something really cool and need a few real-world transcripts for testing. 🚀

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Advisor visuals @advisorvisuals

10 months ago

@MichaelKitces Genuine question: how can technology help reduce the load on advisors ? Imagine we discover magic tomorrow, which spells would advisors use most often ?

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Advisor visuals @advisorvisuals

11 months ago

@behaviorgap In a way, your goals are your own diversified index that invests in things that matter most to you and that gets rebalanced when your priorities change.

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Advisor visuals @advisorvisuals

a year ago

@markcecchini Congratulations Mark! This is a huge achievement 👏 here is to the next milestone 🥂

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Advisor visuals @advisorvisuals

a year ago

🚀 AdvisorVisuals Public Beta is LIVE! Ditch confusing reports. Create beautiful, visual summaries advisors & clients love using our drag-and-drop tool. Join the FREE Beta & transform your meetings! 📷advisorvisuals.com

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Advisor visuals @advisorvisuals

a year ago

@davezoller_ Great fan of your work and your YT channel, Dave! I learned a lot from you

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Advisor visuals @advisorvisuals

a year ago

@davezoller_ 👀

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Advisor visuals @advisorvisuals

a year ago

What if one-page financial plans became part of the marketing strategy? Advisors could share anonymized (or fictitious) plans of different persons (individuals and households) to give prospects a palpable idea of what to expect in terms of deliverables for different planning sessions (investing, insurance, educuation … )