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3 contributions to AdvisorTechBook LIVE 🎙️
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Jan 22 •
Ep 23 - John Kennedy of CandorPath Financial
with @John Kennedy Website: https://www.candorpath.com/
2 likes • Jan 22
One of my great clients but an even better friend!
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Dec '25 •
Ep 11 - Solving Prospecting/Organic Growth with WealthReach.ai
One of the most important conversations for many advisors is HOW TO GROW! Finding your niche, getting good contact data, and then reaching out was pretty tough... Until now... Check it out! @David DeCelle @Mike Barrasso View in Podcast View in Category
1 like • Dec '25
Thanks for having us on!
2 likes • Nov '25
Thanks for highlighting WealthReach! This tool will be a game changer for advisors and their prospecting
0 likes • Nov '25
@Jose M Lopes the data is our secret sauce :)
1-3 of 3
Active 20h ago
Joined Sep 25, 2025
Apollo Beach, FL
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