Original Summary

Three weeks into this and i have a spreadsheet with eleven tabs and no decision. We run ops for an advisory practice and the partners want meetings on the calendar by q1, not a hiring plan. The shortlist right now is advisor jetpack, wealthreach and smartasset. Every vendor page reads the same and the only thing separating them so far is who they turn down. One of them wouldnt quote us until they knew our AUM band, which was annoying at the time and now seems like the only honest signal ive had. What did the experience look like after the contract was signed.   submitted by   /u/RichAltruistic7295 [link]   [comments]

中文概览

中文标题： 寻找向RIA销售预约设置服务的真实经验，而非案例研究

发帖人称已做三周表格仍未决定，他们为咨询机构做运营，合伙人希望Q1前把会议排进日程而非招聘计划。候选为advisor jetpack、wealthreach和smartasset。各供应商页面雷同，目前唯一区分点是拒绝哪些客户。一家在知道AUM区间前不愿报价，当时恼火，如今像唯一诚实信号。想了解签约后的实际体验。

  • 情报分类：商业与市场研究
  • 分类依据：询问向RIA销售预约设置服务的供应商签约后体验，属商业服务采购与市场调研。
  • 信息来源：Reddit · SaaS
  • 发布时间：2026/9/22 13:20:43