Jake Falcon
FollowEverything Jake personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"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"
"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."
"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."
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Clear filters"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'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."
"we used Morningstar to track it all, I remember."