Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
Behind The Advisor · Behind The Advisor
January 27, 201658m 14s
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Show Notes
This week on #XYPNRadio, I'm excited to bring you an interview with Wealthbox CRM's co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I learn something new about technology. Typically when you speak with tech vendors, you don't get to talk to the lead developer, but today you will.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/34