
Episode 92 - The End
Nov 17, 2019 - 43:39
Radio and PodcastLive Radio & Podcasts
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...
Episode 75 - Veres Technology Survey is an episode from Zebra Smash - Real Financial Planners | Real Conversations by Zebra Smash. The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibl...
This episode belongs to Zebra Smash - Real Financial Planners | Real Conversations.
Use the player on this page to stream the episode online.
Published Feb 20, 2019, 01:13:22 long, audio available.
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 ones are down, and which ones you've never heard of have a surprising market share.
You can listen to Episode 75 - Veres Technology Survey online on Radio and Podcast. Open the player on this page to stream the available audio.
Episode 75 - Veres Technology Survey is an episode from Zebra Smash - Real Financial Planners | Real Conversations by Zebra Smash.
This episode is 01:13:22 long.
This episode was published on Feb 20, 2019.
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Episode 75 - Veres Technology Survey is from Zebra Smash - Real Financial Planners | Real Conversations by Zebra Smash.
Published Feb 20, 2019 and 01:13:22 long