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Nov '25 • 🎧 Podcasts
LIVE - What is the Future of CRM for advisors? - Nov 7th, 12pm ET
Guests:
- of WealthTech Select
- of CurrentClient (Phone/Texting)
- of Slant (CRM + AI Notetaker + Prospecting...)
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LIVE - What is the Future of CRM for advisors? - Nov 7th, 12pm ET
skool.com/advisortechbook
Conversations at the intersection of AdvisorTech & Human Potential
Leaderboard (30-day)
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