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๐๏ธ The AdvisorTechBook LIVE! Podcast
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๐ข 1 - Rajesh Jayaraman of Flextract
๐ข 2 - The Future of CRM
๐ข 3 - Michael Lecours, CFPยฎ of fpPathfinder
๐ข 4 - Ryan George of PreciseFP
๐ข 5 - Jack Csenge, CFPยฎ of Vitals AI
๐ข 6 - Taylor Stewart, CFPยฎ of Kerdora
๐ข 8 - Cameron Howe of Investipal
๐ข 9 - Mark Gilbert of Zocks
๐ก 10 - Mark Friedenthal of Tolerisk
๐ก 11 - Mike/David with WealthReach.ai
๐ก 12 - Thomas Clawson, Max Metcalf of Slant CRM
๐ก 13 - Emile Wegner of Vantage
๐ก 14 - Derrick Kinney of Success For Advisors
๐ก 15 - The Ultimate AdvisorTech Stack with Jose
16 - Steve Tenney with Grandview&Co
๐ก 17 - Tim Brown of Four Quarters Capital
๐ข 18 - Ian Wenik of Citywire RIA
๐ข 19 - Shannon Rosic of Informa
๐ก 20 - Become THE Guru for your clients
7 - Dustin Belliston of CurrentClient
Frantz Widmaier of Bill Good Marketing