Today's guest is Mike Betz from F2 Strategy. Mike join us to talk about building a technology stack for breakaway and established advisory firms, including which piece of the stack should be the hub for the rest of a firm's data. He also gives us his thoughts on which portfolio accounting technologies are doing the most innovative work, and gives us directions to his favorite taco spot in the country. 

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new taco drops.