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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
๐ฒ๐ข 7 - Dustin Belliston with CurrentClient
๐ข 8 - Cameron Howe of Investipal
๐ข 9 - Mark Gilbert of Zocks
๐ข 10 - Mark Friedenthal of Tolerisk
๐ก 11 - Mike/David with WealthReach.ai
๐ค๐ก 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
๐ก 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
๐ข 20 - Become THE Guru for your clients
๐ก 21 - Frantz Widmaier of Bill Good Marketing
๐ก 22 - Alex Graf of Modelist
๐ก 23 - John Kennedy of CandorPath Financial
๐ข 24 - Taylen Sather of Aryze Design
๐ข 25 - Malea Lydon of Future Proof
๐ข 26 - Paul McManus of The Short Book Formula
๐ข 27 - Ryan Eisenman of Arch
๐ข 28 - James Conole, CFPยฎ of Root Financial
๐ก 29 - Rachel Cameron of Nitrogen
๐ข 30 - Mark & James of AI for Advisors Podcast
๐ข 31 - Cornelius Graubner of Shatterpoint AI
๐ข 32 - Stevyn Guinnip of Grow Wellthy
๐ก 33 - Shad Uadiale of Oblate AI
๐ก 34 - Dr. Joshua Wilson of NeuBeFi
๐ข 35 - Ashley Quamme of Beyond the Planยฎ
๐ข 36 - Jayce Nall of RIA Pulse
๐ก 37 - Catherine Tindall, CPA of Dominion
๐ก 38 - Mike Casciano of Evo Wealth Consulting
๐ก 39 - Kerri Fernsworth of Life Legacy Videos
๐ช 40 - Erin Botsford
๐ข 41 - Matt Morris of EncorEstate Plans
42 -Daniel Keever of Evergreen Financial Marketing
43 - Mark Tenenbaum of Kitces.com