45 episodes

A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.

TacoTech TacoTech

    • Technology
    • 4.9 • 9 Ratings

A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.

    Designing WealthTech with Rich Cancro

    Designing WealthTech with Rich Cancro

    Today's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors.

    TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software. 

    We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.

    • 33 min
    Learning what Onyx Advisor Network Is with Dasarte Yarnway

    Learning what Onyx Advisor Network Is with Dasarte Yarnway

    On this latest episode with Dasarte Yarnway founder of Berknell financial and Onyx Advisor Network  we discuss the reason him and his co-founder Emlen Miles-Mattingly started Onyx Advisor Network, how he tells advisor stories through the human advisor podcast by Altruist, and what is the wheel of feelings.  

    • 36 min
    Estate Planning with Andres Mazabel

    Estate Planning with Andres Mazabel

    Today Johnny and Torie chat with Andres Mazabel Head of Advisor Sales at Trust and Will about the importance of estate planning, the idea that the death talk shouldn't be scary and how to bridge the gap from compliance to offering estate planning to clients. 

    • 19 min
    Integrating Advisor Data With David Benskin

    Integrating Advisor Data With David Benskin

    On this episode of TacoTech, Johnny and Torie deep dive with Wealth Access CEO David Benskin on the importance of data integrations for advisors. We cover the hot topic of what advisors should think about while adding new technology to their tech stacks and how will they lead to success. 

    • 25 min
    Solving The Advisor Billing Fee Issues With Lacey Shrum

    Solving The Advisor Billing Fee Issues With Lacey Shrum

    On todays episode we chat with Lacey Shrum founder of SmartKx talks with us why advisor need to pay better attention to their billing fees, how SmartKx helps take that headache away and how bitcoin all fits into this. 

    • 31 min
    Advisor Coaching With Jamie Hopkins

    Advisor Coaching With Jamie Hopkins

    On the latest drop of TacoTech we chat with Jamie Hopkins Managing Partner of Wealth Solutions at Carson Group about the importance of advisors getting coaching while running their business, how he comes up with his wipe board sessions and the importance of attending Excel. 

    • 35 min

Customer Reviews

4.9 out of 5
9 Ratings

9 Ratings

Scottemak ,

Great Hosts Advisor Tech Tacos=Amazing Podcast

Great Hosts Advisor Tech Tacos=Amazing Podcast

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