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Listen "Designing WealthTech with Rich Cancro"
Episode Synopsis
Today's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors.
TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software.
We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.
TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software.
We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.
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