Market in Motion Podcast for Financial Advisors by FMG Suite

Tech Trends on the Rise


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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] 

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Market in Motion Podcast for Financial Advisors by FMG SuiteBy fmgsuite

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3.3

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