This week, host Mike Woods is joined by Jomin Bishop, VP of Sales at Wealthbox. Jomin and Mike discuss how advisors can stay compliant when using a CRM and top reports to run for more personalized marketing campaigns. Jomin also covers the tech trends he’s seen on the rise and on the decline this year – including how the pandemic revealed a need for better tech processes at firms.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at [email protected]  Thanks for listening! Don’t forget to subscribe and leave us a review.