Market In Motion Podcast For Financial Advisors

This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin and Mike discuss how advisors can stay compliant when using a CRM and top reports to run for more personalized marketing campaigns. Jomin also covers the tech trends he’s seen on the rise and on the decline this year – including how the pandemic revealed a need for better tech processes at firms.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.