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Hubly @hublyinc

Allowing financial advisors and their teams to deliver a high-touch, stress-free customer experience at scale. myhubly.com Vancouver, Canada Joined January 2019
  • Tweets
    365
  • Followers
    256
  • Following
    443
  • Likes
    522
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Hubly @hublyinc

6 months ago

🚨Upcoming webinar alert! 🚨 Thursday, Nov. 16 we're talking AI and automation — and how advisors can leverage these tools to make their busiest season a little easier. Register to secure your spot today! bit.ly/47kbvs1

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Hubly @hublyinc

8 months ago

“#XYPNLIVE is not your average conference, and the community is the reason. Who's joining us next week in Atlanta, GA? Save your seat → bit.ly/3Phzh0H”

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Hubly @hublyinc

9 months ago

We are thrilled to announce that Hubly has successfully achieved SOC 2 compliance, with the help of @TrustVanta — solidifying our position as a trusted partner for financial advisors. Check out the Hubly blog post to learn more! bit.ly/3rPm4nO

Hubly retweeted
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MaxMyInterest.com @maxmyinterest

10 months ago

We're proud to integrate with @eMoneyAdvisor @MoneyGuidePro @orionwealthtech @MorningstarInc @RedtailCRM @Wealthbox @hublyinc to help #financialadvisors at thousands of #RIA wealth management firms deliver the highest rates on #cash to their clients. MaxForAdvisors.com

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Hubly @hublyinc

10 months ago

🚀 Ready to take your sales process to the next level? Join our webinar to discover how to streamline your sales process with @XYPlanning's 6-step sales process and Hubly Workflow Templates. 👉 bit.ly/3PtUBBU #workflowautomation #financialadvisors #xypn #hublytemplates

hublyinc Profile Picture

Hubly @hublyinc

10 months ago

Sign up for our webinar to discover how to streamline your sales process with @XYPlanning's 6-step sales process and Hubly Workflow Templates. Register here:bit.ly/4318Sc6 #salesprocess #RIA #xypn #hublytemplates

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Hubly @hublyinc

10 months ago

Everyone's financial journey matters! 🏳️‍🌈💰 #PrideMonth2023 #inclusivefinance

hublyinc Profile Picture

Hubly @hublyinc

10 months ago

📢 Don't forget to register! Join Hubly and @trustandwill for an informative step by step guide on how to create a client-centric experience by incorporating #estateplanning into your firm's processes. Register Here: bit.ly/42hvnJJ

hublyinc Profile Picture

Hubly @hublyinc

11 months ago

JUST LAUNCHED!🚀 Announcing Insight Dashboards, a groundbreaking feature that takes our platform to new heights. Now, teams can harness the power of real-time data and in-depth analysis of key performance metrics like never before! #wealthmanagement #advicetechech #datadriven

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Hubly @hublyinc

11 months ago

📣 Something BIG is coming! Keep your eyes open 👀 and your inbox refreshed 📩 to make sure that you don't miss out on Hubly's much anticipated product launch. We will be announcing this new feature tomorrow, June 14th Any guesses as to what it might be? 🤔 #advisortech

Hubly retweeted
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Craig Iskowitz @craigiskowitz

11 months ago

The biggest reason that solopreneur practices hit a growth plateau is b/c the advisor tries to do everything herself. They cant be the Rainmaker & run the business & hire people & figure out tech stack all on their own & expect to scale. — Penny Phillips @ThrivosLLC…

hublyinc Profile Picture

Hubly @hublyinc

11 months ago

Despite the importance of #estateplanning, many people don't have a proper plan and want support from their advisor. Join Hubly and @trustandwill for a webinar, where we'll guide show you how to incorporate estate planning into your firm's processes. bit.ly/3qiTeLJ

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Hubly @hublyinc

11 months ago

Just had the cutest colleague join our virtual meeting — none other than JD's adorable baby girl! 🍼 It's also her 1st birthday today! 🎀🎂🎈 #WorkLifeBalance #Flexibility

Hubly retweeted
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MichaelKitces @MichaelKitces

2 years ago

Woot! It's out! Our annual Financial Advisor Conferences list - with a big focus this year on Scaling Up - scaling your marketing, your advice, your business, and yourself! Finding The ‘Best’ Financial Advisor Conferences In 2023 kitces.com/blog/2023-best…

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Hubly @hublyinc

11 months ago

Today is a good day to learn how to streamline your #clientreviews using #chatgpt. What else do you use ChatGPT for in your firm? #finacialadvisor myhubly.com/blog/client-me…

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Hubly @hublyinc

12 months ago

Next week we will be joined by Andy Baxter from @Policygenius Pro to learn how to create more valuable onboarding meetings for clients with #insurancereviews. 📆 SAVE YOUR SPOT! bit.ly/3wetxvl

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Hubly @hublyinc

12 months ago

May the fourth be with you! #MayThe4thBeWithYou

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Hubly @hublyinc

12 months ago

The Hubly guide to PII for financial advisors is here! Visit our blog for a rundown of the regulations you should be aware of and the steps you can take to protect your clients' personal data: bit.ly/3AQvD73

Hubly retweeted
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Chelsea Ransom-Cooper, CFP® @Chelsea_CFP

a year ago

This still feels surreal! 😱 I am humbled and beyond thrilled to be named a Young Advisor to Watch by @FAMagazine ! I am excited to continue using my platform to advocate for underrepresented advisors and support our current and future clients @networthzenith !!

Hubly retweeted
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fpPathfinder @FpPathfinder

a year ago

📣 Join @FpPathfinder + @hublyinc for a fireside chat and live demo with Scott Benjamin, from Firethorn Wealth Partners, to learn how to master client #prospecting and engagement 👉 Register today: bit.ly/3An59JX

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