Radio and PodcastRadio and PodcastLive Radio & Podcasts
Episode 75 - Veres Technology Survey artwork
Business

Episode 75 - Veres Technology Survey

Zebra Smash - Real Financial Planners | Real Conversations by Zebra Smash

Feb 20, 201901:13:22Business

The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibly be true that only 7.8% of advisors use tax planning software? Find out which software solutions are up, which...

Related Episodes

Continue listening to more episodes from Zebra Smash - Real Financial Planners | Real Conversations.

Episode 92 - The End

Nov 17, 2019 - 43:39

After nearly 3 years, we are closing shop for good at Zebra Smash. In this episode, we revisit some of ou...