Jake Falcon

"we used Morningstar to track it all, I remember."

"I've got two CFAs on my team and two traders. So and they're in Bloomberg and like it's elevated past what me and Corey started"

"Instead of the normal going over the eMoney and the holistic plan and the Black Diamond reports"

"I actually send them BombBomb videos checking in on them to see if they have any questions for me. So I'm involved just in a different way."

"Instead of the normal going over the eMoney and the holistic plan and the Black Diamond reports"

"We use a software called ScheduleOnce for our scheduler. And Jake and I will review that and look at inventory or whatever you want to call it."

"We're using Zax. It's been really good. So Zax is an AI note-taker designed for financial professionals and it will formulate a follow-up email that I'm getting copied on, which is great because I can kind of just peek in and see what's going on in the meetings."

"I just bought this book, The Maxims of Wall Street by Mark S Galson. It's really cool cuz it's just got a ton of Wall Street quotes in it. So I've been sharing those under my posts."

"I subscribe to Nick Murray's newsletter and Nick had it in there. Nick had it in there as one of the great books and so I bought it."

"We did use ZoomInfo for a while. I think we downloaded quite a few from there."

"The new one we're using is Wealthfeed. I've been very pleased with Wealthfeed so far. We bought a couple lists from them and I've been very pleased."

"And we use Salesforce to track all this. So they're labeled as wealth manager one. So we know kind of who's responsible for the relationship"

"I finally listened to The Intelligent Investor. I think it's good that an advisor should know what's in those books and what they say."

"Dan Martell. I don't know if you've read his book called Buy Back Your Time. Very highly recommend to anyone who's building multi-team member business. I feel like he took a lot of good ideas from other business books and put it into one."

"influence is a really good sales book. If an advisor feels like they're stuck, I think influence is powerful."

"Traction's good. That's another good one that's non-financial related. I think that's a good one that people should read."

"G2's good. practice management."

"Stocks for the Long Run. I mean, those are big, long books, but I think it's good that an advisor should know what's in those books and what they say."

"That's another good one, the five dysfunctions of a team is another good book."

"I love that book, Game of Numbers by Nick Murray. I read it. I asked Blake to read it when he started here, day one, we gave him that book. And he really liked it. We talk about it every week."