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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

Mostrando página 3 de 3

Episode 17: Building Strong Client Relationships with Craig Cintron 10/09/2020

Episode 16: Ethical Marketing with Zach McDonald 03/09/2020

Episode 15: Relationship Equity with Nyle Bayer 20/08/2020

Episode 14: The State of Wealth Management Events with Dan Bolton 13/08/2020

Episode 13: Marketing Your True Self with Video and Authenticity featuring FiComm's Megan Carpenter 06/08/2020

Episode 12: Staying Connected with Ryan Shanks 30/07/2020

Episode 11: Why Advisors Should Care About Potomac's Union Platform with Christopher Norton 16/07/2020

Episode 10: Why Financial Advisors Need Great Branding with Justin Castelli 09/07/2020

Episode 9: Why Financial Literacy Matters with Tyrone Ross 25/06/2020

Episode 8: How to Personalize Your Marketing with Samantha Russell 18/06/2020

Episode 7: Crafting a Network with Sheryl Hickerson 11/06/2020

Episode 6: How to Throw an Epic Party with Tony Stich 04/06/2020

Episode 5: Do Better with Sonya Dreizler 28/05/2020

Episode 4: Using Video to Build Relationships 14/05/2020

Episode 3: Creating Raving Fans with Brian McLaughlin 05/05/2020

Episode 2: How to Communicate During a Crisis 30/04/2020

Episode #1: How to Make Working From Home Awesome 22/04/2020

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