Data gathering, Airtable, Custom portal

Aug '23 (edited) • Business - Processes

Some follow-ups from our Value Call:

, do you mind sharing your developer's name here again?

also does custom development work: LinkedIn

if you want to talk about starting a Skool group, I'd love to!

Anyone else use or heard of FireLight, and know if it integrates with any AdvisorTech like Quik! forms, LaserApp, PreciseFP, etc.

Also mentioned:

I'll look into OCR options for paper forms that prospects have filled out.

Offboarding lower tier clients:

Kitces & Carl Ep 82:

The call recording will be posted here next week.

Thanks to all who attended and participated!

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