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Mar 24 (edited) • 💡 Real Tech Stacks
Adam Saubel - Saubel Financial Group - $18mil
Connect with Adam:
- Saubel Financial Group: https://www.saubelfinancialgroup.com/
The REAL Tech Stack:
- Email/Calendar - Microsoft
- Video Meetings - Teams
- Phone/texting - CurrentClient
- Scheduling - Calendly
- CRM - Wealthbox
- Email Newsletter - FMG
- Custodian - Altruist
- AI / Tax planning - Hazel
- Financial Planning - RightCapital
- Archiving - MirrorWeb
- RTQ/Proposals - Nitrogen
- Accounting - Quickbooks Online
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Adam Saubel - Saubel Financial Group - $18mil
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