Preview Mode Links will not work in preview mode

Sep 18, 2020

Listen as we chat with creator Derrick Girard about the features and benefits of MyRepChat.

MyRepChat provides you with a solution for compliant SMS texting. Communicate through text with your clients for birthdays, anniversaries, events, appointments and more. With MyRepChat, clients do not have to download an app or...

Aug 11, 2020

In this episode, we speak with John Stumpf, a Technology Solutions Consultant from Advisor Group. With over 25 years experience working in financial services, he shares best practices in measuring your business and timing your move to a Customer Relationship Management (CRM) tool.

Jul 27, 2020

As more financial professionals are embracing the virtual world, video conferencing has emerged as a prominent tool for staying in touch with clients and prospects. Now more than ever, businesses rely on video conferencing to seamlessly connect regardless of the location - quickly and effectively. While this technology...

May 6, 2020

Phishing is a cyber attack that uses disguised email as a weapon. The goal is to trick the email recipient into believing one thing - only to realize they have caught something very undesirable. In this podcast, we define several types of attacks and provide insight as to how you can protect yourself.

Feb 18, 2020

Imagine personal information on display in the aisles of a store, where cyber criminals can shop and shop.