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5
JoeΒ Moss
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Aug '25 (edited) β’
π‘ Real Tech Stacks
Kris Barney - 30/40 Wealth Partners - $43mil
https://podcasts.apple.com/us/podcast/3x-your-advisory-practice-ai-tips-from-tech-insiders/id1823931685?i=1000715608388
Connect with Kris:
- LinkedIn:
https://www.linkedin.com/in/kris-barney/
- 3040Wealth:
https://www.3040wealth.com/
The REAL Tech Stack:
GSuite
CRM Overlay -
Quivr on Salesforce
AI Notetaker -
Jump
Financial Planning -
RightCapital
Scheduling -
Calendly
Data Gathering -
Feathery.io
Tax Planning -
Holistiplan
Cash Flow Planning -
Monarch Money
Portfolio Management -
Orion
Automations -
Zapier
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5
Kris Barney - 30/40 Wealth Partners - $43mil
AdvisorTechBook LIVE ποΈ
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