This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin has spent the last 10 years of his career exploring an obsession with modern Saas practices, and brings his in-depth knowledge of fintech to the conversation.

Jomin and Mike discuss:

  • How advisors can stay compliant when using a CRM
  • Top reports to run for more personalized marketing campaigns
  • Top tech trends on the rise and on the decline this year

If you’re curious how the tech landscape is changing for advisors, and where your biggest weaknesses might lie, check out this episode

Listen to the FMG Suite Market in Motion podcast wherever you get your podcasts, including Apple Music and Spotify! Don’t forget to subscribe on your favorite platform and leave us a review.