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TacoTech

Por: TacoTech

A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.

57 episodios disponibles

Latest episodes of the podcast TacoTech

TacoTech JR Episode 1: New Kids on the Cast 29/07/2022

Coming LIVE from T3 2022 - Kartik Srinivasan from Schwab 26/07/2022

Coming LIVE from T3 2022 - Randy Cass from Nest Wealth 26/07/2022

Coming LIVE from T3 2022 - Robb Baldwin from TradePMR 21/07/2022

Coming LIVE from T3 2022 - Christophe Gauthron from Kwanti 21/07/2022

Coming LIVE from T3 2022 - Brian Shenson from Springboard Advisory Group 21/07/2022

Coming LIVE from T3 2022- John Mackowiak Chief Business Development Officer at Advyzon 30/06/2022

Coming LIVE from T3 2022 - Carissa Turnell Sr. Manager of OCTO at F2 Strategy 30/06/2022

Coming LIVE from T3 2022-Ben Webster OWL ESG 30/06/2022

Coming LIVE from T3 2022- Chris Field Chief Growth Officer of Holistiplan 23/06/2022

Coming LIVE from T3 2022- Marwa Zakharia CEO AssetBook 23/06/2022

Coming LIVE from T3 2022-John O'Connell of The Oasis Group 23/06/2022

Designing WealthTech with Rich Cancro 15/04/2022

Learning what Onyx Advisor Network Is with Dasarte Yarnway 07/04/2022

Estate Planning with Andres Mazabel 31/03/2022

Integrating Advisor Data With David Benskin 24/03/2022

Solving The Advisor Billing Fee Issues With Lacey Shrum 17/03/2022

Advisor Coaching With Jamie Hopkins 10/03/2022

Raising Financially Smart Kids with Alex and Rosa Chalekian 19/01/2022

Managing Health And Wealth With Dr. Joy Lere 09/09/2021

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