I figured I’d pull a Wealthbox and just give a date with no details.
“On this date, we’re going to announce another date about a future release that might happen in 2030.”
Ok, Joe, that’s too far.
What I’m actually announcing is:
So why am I excited about this integration in particular?
What if all communication with a prospect/client including phone calls/texts could be centralized in CRM - emails, meeting transcripts, phone calls, and text messages… all the communication context in one place?
That would be cool! Slant and CurrentClient have pulled this off and a few things even cooler.
I’ve shared this image of the core stack before:
I think we’re getting closer and closer to the simplicity that this suggests. By 2027, man, there just might be an Ultimate stack. :)
Fun to revisit this podcast (which I believe was pre-Slant/CurrentClient integration):
Well, anyway, register for that webinar here if you’d like:
In other news, did you see Altruist is launching their own corporate RIA / aggregator thing??
As the tech / operations / independence gets easier and easier, where will the new bottleneck be? Marketing / talent?
Will be interesting to see this play out.
Cheers,
Joe
P.S. Have you purchased your copy of the Ultimate Stack for 2026 yet? Apparently, it even comes in XL:
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