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AdvisorTechBook 🔥
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Nov 3 •
LIVE - What is the Future of CRM for advisors? - Nov 7th, 12pm ET
Add to your Calendar Guests: - @James Cantwell of WealthTech Select - @Dustin Belliston of CurrentClient (Phone/Texting) - @Thomas Clawson of Slant (CRM + AI Notetaker + Prospecting...) Some 🔥- starter
1 like • Nov 4
Is this going to be recorded? I am unable to make this time but very interested in hearing from this panel.
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Nov 3 •
✨ Slant CRM is magical.
Prospecting, Data Enrichment, Workflows like Hubly, Tiers and Review scheduling built in. Projects/Workflows are a dream to design and build. You ain't seen AdvisorTech like this. Take it from Joe :) View in Category
1 like • Nov 4
I had a demo with Alex on Friday. This is a really good tool they are building!
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@david-gilmore-3450
Financial advisor and co-owner of a small RIA firm in Independence, MO.
Active 2h ago
Joined Oct 26, 2025
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