Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that saves advisors 50 hours a month! It empowers you to deepen your relationships with your clients.

John L. Connell: https://www.linkedin.com/in/john-l-connell/
Focal: https://meetwithfocal.com/

Video Version: https://youtu.be/n0PUISKLMqs