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Tech Talk With The Vegan Financial Advisor, Justin Manning

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Manage episode 311905599 series 3199942
Content provided by Tyler Hatch, B.A., LL.B., Tyler Hatch, B.A., and LL.B.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Hatch, B.A., LL.B., Tyler Hatch, B.A., and LL.B. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Justin Manning, The Vegan Financial Advisor (https://justinmanning.com), stops by to talk about his role as a professional financial advisor and his decision to embrace a Vegan lifestyle. We discuss the use of technology in Justin's business and how he uses Advisor Stream and his top notch CRM to serve his clients more effectively. Finally, we discuss Justin's focus on protecting the sensitive information of his clients in his practice and what steps he and his organization follow to ensure that information is not exposed in a cyber attack or data breach.
  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 311905599 series 3199942
Content provided by Tyler Hatch, B.A., LL.B., Tyler Hatch, B.A., and LL.B.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Hatch, B.A., LL.B., Tyler Hatch, B.A., and LL.B. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Justin Manning, The Vegan Financial Advisor (https://justinmanning.com), stops by to talk about his role as a professional financial advisor and his decision to embrace a Vegan lifestyle. We discuss the use of technology in Justin's business and how he uses Advisor Stream and his top notch CRM to serve his clients more effectively. Finally, we discuss Justin's focus on protecting the sensitive information of his clients in his practice and what steps he and his organization follow to ensure that information is not exposed in a cyber attack or data breach.
  continue reading

46 episodes

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