Zombie Advisor

Celková doba trvání:5 h 12 min

	How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson (Ep. 14)	Zombie Advisor	22:04
	Building Better Client Relationships Through Insurance and Customer Service with Ian Davy (Ep. 13)	Zombie Advisor	21:27
	Tax Planning Beyond the Numbers with Greg Carlson (Ep. 12)	Zombie Advisor	21:13
	Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)	Zombie Advisor	21:52
	What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)	Zombie Advisor	22:54
	Planning Beyond the Sale: Flexible Strategies with David Soczek, CLU, ChFC (Ep. 9)	Zombie Advisor	22:37
	From CPA Track to Client-First Advice with Stewart Rallis (Ep. 8)	Zombie Advisor	21:25
	Building a Client-First Practice in the RIA Space with Haris Kopic (Ep. 7)	Zombie Advisor	19:03
	Dead Wrong Tax Decisions Business Owners Keep Making with Chris Wittich (CPA Perspective) (Ep. 6)	Zombie Advisor	22:03
	When Experience Still Leads to the Wrong Advice with Andrew Kronschnabel (Ep. 5)	Zombie Advisor	22:10
	Investing With Tyler Rudek, The Planning Gaps Advisors Overlook (Ep. 4)	Zombie Advisor	21:40
	The One Call Service Model, Why Clients Are Tired of Managing Their Advisors (Ep 3)	Zombie Advisor	23:48
	Undead Advice: Why Financial Service Needs a Wake Up Call (Ep. 2)	Zombie Advisor	23:11
	Welcome to the Apocalypse: Meet Your Zombie Advisor Host (Ep. 1)	Zombie Advisor	25:55
	Zombie Advisor Coming Soon	Zombie Advisor	00:58