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🎤 The AdvisorTechBook Podcast
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🟢 1 - Rajesh Jayaraman of Flextract
🟢 2 - The Future of CRM
🟢 3 - Michael Lecours, CFP® of fpPathfinder
🟢 4 - Ryan George of PreciseFP
🟡 5 - Jack Csenge, CFP® of Vitals AI
🟡 6 - Taylor Stewart, CFP® of Kerdora
8 - Cameron Howe of Investipal
Mark Gilbert of Zocks
10 - Mark Friedenthal of Tolerisk
9 - Mike Barrasso/David DeCelle with WealthReach
Thomas Clawson of Slant CRM
7 - Dustin Belliston of CurrentClient