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🎙️ The AdvisorTechBook LIVE! 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
🟢 9 - Mark Gilbert of Zocks
🟡 10 - Mark Friedenthal of Tolerisk
🟡 11 - Mike/David with WealthReach.ai
🟡 12 - Thomas Clawson, Max Metcalf of Slant CRM
🟡 13 - Emile Wegner of Vantage
🟡 14 - Derrick Kinney of Success For Advisors
🟡 15 - The Ultimate AdvisorTech Stack with Jose
16 - Steve Tenney with Grandview&Co
🟡 17 - Tim Brown of Four Quarters Capital
🟢 18 - Ian Wenik of Citywire RIA
🟢 19 - Shannon Rosic of Informa
🟡 20 - Become THE Guru for your clients
7 - Dustin Belliston of CurrentClient
Frantz Widmaier of Bill Good Marketing