TacoTech

We chat it up with Marwa Zakharia on what she was excited to see at T3, we pull the curtain back on AssetBooks incredible growth, and why they are being intentional in hiring women in the industry.

John O'Connell CEO of Oasis Group catches us up on all the new growth and updates him and his team have been working on. We touch on the great wealth transfer happening, his new book Rise of the Activist Investor, and his hot take on best tacos in America. 

Today's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors.

TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software. 

We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.

On this latest episode with Dasarte Yarnway founder of Berknell financial and Onyx Advisor Network  we discuss the reason him and his co-founder Emlen Miles-Mattingly started Onyx Advisor Network, how he tells advisor stories through the human advisor podcast by Altruist, and what is the wheel of feelings.  

Today Johnny and Torie chat with Andres Mazabel Head of Advisor Sales at Trust and Will about the importance of estate planning, the idea that the death talk shouldn't be scary and how to bridge the gap from compliance to offering estate planning to clients. 

On this episode of TacoTech, Johnny and Torie deep dive with Wealth Access CEO David Benskin on the importance of data integrations for advisors. We cover the hot topic of what advisors should think about while adding new technology to their tech stacks and how will they lead to success. 

On todays episode we chat with Lacey Shrum founder of SmartKx talks with us why advisor need to pay better attention to their billing fees, how SmartKx helps take that headache away and how bitcoin all fits into this. 

On the latest drop of TacoTech we chat with Jamie Hopkins Managing Partner of Wealth Solutions at Carson Group about the importance of advisors getting coaching while running their business, how he comes up with his wipe board sessions and the importance of attending Excel. 

Welcome back TacoTech Family! Season 3 kicks off with Fintech's royal couple Alex and Rosa Chalekian chat with us about surviving WFH life together, raising financially smart kids and we really learn who wears the pants in the Chalekian home.

Our guest today is Dr. Joy Lere, clinical psychologist and co-founder of Shaping Wealth. In today's episode, Joy talks about how every part of a clients wellbeing is connected and why her and her co-founder Brian Portnoy founded Shaping Wealth. Joy also talks about how marrying up gets you access to the best tacos on planet Earth.