Zebra Smash - Real Financial Planners | Real Conversations

Episode 75 - Veres Technology Survey


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The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibly be true that only 7.8% of advisors use tax planning software?

Find out which software solutions are up, which ones are down, and which ones you've never heard of have a surprising market share.

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Zebra Smash - Real Financial Planners | Real ConversationsBy Zebra Smash - Ben Birken, Roger Pine