Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google Suite(Email, Text, Google Sheets, Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom, Google Meet) financial planning software (eMoney/Money GuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini, Chat GPT). You aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes.