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This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin and Mike discuss how advisors can stay compliant when using a CRM and top reports to run for more personalized marketing campaigns. Jomin also covers the tech trends he’s seen on the rise and on the decline this year – including how the pandemic revealed a need for better tech processes at firms.
Learn about FMG Suite: https://go.fmgsuite.com/podcast
Questions? Contact us at [email protected]
Thanks for listening! Don’t forget to subscribe and leave us a review.
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88 ratings
This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin and Mike discuss how advisors can stay compliant when using a CRM and top reports to run for more personalized marketing campaigns. Jomin also covers the tech trends he’s seen on the rise and on the decline this year – including how the pandemic revealed a need for better tech processes at firms.
Learn about FMG Suite: https://go.fmgsuite.com/podcast
Questions? Contact us at [email protected]
Thanks for listening! Don’t forget to subscribe and leave us a review.