Suleman Din
@sulemandn
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Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
New York, NY
Joined December 2010
This month's edition of Action! magazine is out! If you haven't subscribed yet, it's entirely free. Get access to hands-on tips and resources on how to tackle your top practice challenges now. https://t.co/UfFYoUWxqO
#wealthmanagement #RIA
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No wealth industry event is complete without meeting up with @FinTechie #SchwabIMPACT #wealthtech @AdvisorEngine
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During TD-Schwab transition @AdvisorEngine didn’t get one client phone call, it was that smooth says @AdvisorEngine CEO Rich Cancro #wealthtech #wealthmanagement #SchwabIMPACT
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What advisors would do if they could automate more: spend more time with clients, prospect, or add new services #SchwabIMPACT @AdvisorEngine #RIA
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Taking the showcase stage at #SchwabIMPACT @AdvisorEngine CEO Rich Cancro and Schwab’s Ryan Garrison
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Winning business is tough, but expanding it without a solid strategy? Even tougher! Join me and @sulemandn on 11/7 for a FREE webinar on tips to grow with your existing clientele. 🔗 Register now for free! https://t.co/P0AN78gSps
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What an enormous pleasure @AdvisorEngine @NitrogenWealth @intention_ly this panel and discussion on #nextgen knocked my socks off. Kudos @sulemandn for leading an action-packed convo featuring Craig Clark and the results of the Nitrogen Growth Study!
"Online" is no longer a destination for firms trying to reach next-gen clients. @tinacpowell explains why it's important to be hyper-specific about the channels your audience is using in a recent @AdvisorEngine #webinar: https://t.co/uxixLsAelX
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Join a candid conversation with @FTI_US’s Sandy Kaul and @AdvisorEngine's @sulemandn as they discuss the phenomenon of the crypto ecosystem and why advisors who have been on the fence may want to pay attention >> https://t.co/fd6WP6pfHg
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.@AdvisorEngine and @FTI_US released today the next generation of its scalable financial planning ecosystem, offering advisors and their clients an intuitive and adaptable planning experience within a comprehensive wealth management platform. Learn more >> https://t.co/WIWvfsY6LW
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In an interview with Action! magazine, @t3techhub's @FinTechie reflects on the technology changes our industry has seen over the past 20 years and gives us his predictions for what’s next >> https://t.co/3XUeZL19sI
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Good morning T3 attendees. Please join the Godfather of Weathtech in the exhibit hall for breakfast at 8 AM #T32024
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Probably the happiest guy at T3 each and every year 📷 Sending a shoutout to Michael Pendergrass in sticker form on this special #T32024 anniversary occasion. Thanks for always making us smile!
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Onstage now exclusively at #T32024: the story of how Good Advice came together via a collaboration betw @RitholtzWealth and @AdvisorEngine - Rich Cancro, @michaelbatnick @Downtown break it down.
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Onstage now: @AdvisorEngine CEO Rich Cancro, @Downtown + @michaelbatnick #T32024 @FinTechie @t3techhub
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Congrats to @FinTechie on 20 years of T3! 💥 We published a special edition of Action! magazine to celebrate the milestone. Find your copy in your #T32024 welcome bags and grab extras for your team at @AdvisorEngine booth 303. Not at T3? Check out the articles inside 👇
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🚨 Just announced! @AdvisorEngine has deepened its integration with @Schwab4RIAs to help advisors achieve greater operational efficiency and deliver a delightful client experience. Latest enhancements include 👇
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