AdvisorTechBook LIVE ποΈ
Log In
Community
Classroom
Calendar
Members
Map
Leaderboards
About
Log In
5
JoeΒ Moss
π
π₯
Nov '25 (edited) β’
π Rocketships
β¨ Slant CRM is magical.
Prospecting, Data Enrichment, Workflows like Hubly, Tiers and Review scheduling built in. Projects/Workflows are a dream to design and build.
You ain't seen AdvisorTech like this. Take it from Joe :)
View in Category
Like
3
4 comments
5
β¨ Slant CRM is magical.
AdvisorTechBook LIVE ποΈ
skool.com/advisortechbook
To have the most interesting conversations anywhere about AdvisorTech.
π§ Start here ππΌ
π¬ Contact me
ποΈListen to the Podcast!
109
Members
0
Online
1
Admin
JOIN $99/month
Leaderboard (30-day)
1
NikiΒ Clark
+30
2
S.Β Tate-Plans
+28
3
TaylorΒ Stewart
+13
4
BrianΒ Thorp
+12
5
Jose MΒ Lopes
+12
See all leaderboards
Powered by