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Puulse with Mounir Felloula | E273
Episode 273
Jason talks to Mounir Felloula, CEO and Co-Founder of Puulse. It is a challenger bank, that has specifically partnered with the company's HR departme…
2 years, 8 months ago
Intention.ly with Kelly Waltrich | E272
Episode 272
Jason talks to Kelly Waltrich, CEO of intentionally, a well-known marketing firm within the advisor and fintech space that helps companies market the…
2 years, 9 months ago
Checkbook with Jose Luis Salas Calcàneo | E271
Episode 271
Jason talks to Jose Luis Salas Calcáneo, Sales Manager at Checkbook.io. It is an online platform for not just processing payments and pushing money t…
2 years, 9 months ago
Bamboo Data Consulting with Sharon Bauer | E270
Episode 270
Jason talks to Sharon Bauer, founder of Bamboo Data consulting. It is a niche privacy and security consulting firm that basically helps companies fig…
2 years, 9 months ago
Elements with Reese Harper | E269
Episode 269
Jason talks to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful conversations between clients…
2 years, 9 months ago
Wax with Richard Vinhais | E268
Episode 268
Jason talks to Richard Vinhais CEO of WAX. It is a platform for ensuring collectible items of high value and making sure that if anything goes wrong …
2 years, 10 months ago
Conquest Planning with Brad Joudrie and Ken Lotocki | E267
Episode 267
Jason talks to Brad Joudrie and Ken Lotocki. Brad is the Chief Revenue Officer of Conquest, and Ken Lotocki, Chief Product. Today they are going to t…
2 years, 10 months ago
InvestorCom with Dave Carr-Pries | E266
Episode 266
Jason talks to Dave Carr-Pries, Vice President – consulting services at InvestorCom. Today they are going to talk about how the implementation of CFR…
2 years, 10 months ago
Practifi with Adrian Johnstone | E265
Episode 265
Jason talks to Adrian Johnstone, Co-founder, and President of Practifi. Practifi is an advisor centric CRM that was developed on the Salesforce platf…
2 years, 10 months ago
Frank Mortgage with Don Scott | E264
Episode 264
Jason talks to Don Scott, CEO of Frank Mortgage. It is a new company looking to take the bias out of shopping for a mortgage and make sure that consu…
2 years, 11 months ago