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Tech Trends on the Rise

Update: 2021-05-11

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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.

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Questions? Contact us at marketing@fmgsuite.com

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Tech Trends on the Rise

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