Nick Ibello
4 things Nick uses or recommends, from 1 episode.
Nick's top picks
What Nick uses or recommends most, ranked by how often and how strongly. Paid ads are left out.
Uses and recommends it · 1 episode
"We have switched to Zocks, and we love Zocks. One of the things I loved about Zocks is it's not recorded. If Zocks and Jump are the exact same service offering, I'm going to choose Zocks. Further, we observed that the follow-up emails that Zocks drafted up were uniquely better than Jump's. Integrations are great. It integrates with Box, it integrates with Outlook, it integrates with Zoom, it integrates with Wealthbox."
Uses and recommends it · 1 episode
"They have this thing in Box called Box AI, and you can just speak to it. I can just go into Box and be like, 'Hey, quickly tell me what were the main hits from the last meeting?' Can you look in the meetings folder and scrub out what was going on in that situation? There are so many cool things in it."
Recommends it · 1 episode
"One piece of technology that I absolutely, I want to scream it from a mountaintop, that's how much I love it, is my Box. Box is an enterprise security document upload tool. It's a document vault. It is the nucleus of my firm. In Box, you can add a link to your email signature: click here to upload your document securely. They don't need a password, there's no username. It opens up a browser window, they just drag and drop the files in, and then I am real-time alerted."
All 4 of Nick's picks
- Zocks Uses and recommends it "We have switched to Zocks, and we love Zocks. One of the things I loved about Zocks is it's not recorded. If Zocks and Jump are the exact same service offering, I'm going to choose Zocks. Further, we observed that the follow-up emails that Zocks drafted up were uniquely better than Jump's. Integrations are great. It integrates with Box, it integrates with Outlook, it integrates with Zoom, it integrates with Wealthbox." +1 other
- Box AI Uses and recommends it "They have this thing in Box called Box AI, and you can just speak to it. I can just go into Box and be like, 'Hey, quickly tell me what were the main hits from the last meeting?' Can you look in the meetings folder and scrub out what was going on in that situation? There are so many cool things in it." Only Nick
- Box Recommends it "One piece of technology that I absolutely, I want to scream it from a mountaintop, that's how much I love it, is my Box. Box is an enterprise security document upload tool. It's a document vault. It is the nucleus of my firm. In Box, you can add a link to your email signature: click here to upload your document securely. They don't need a password, there's no username. It opens up a browser window, they just drag and drop the files in, and then I am real-time alerted." +1 other
- Jump Uses it "We have historically used Jump because Jump was the only approved vendor on LPL. We were happy with Jump. However, we did a demo of Zocks... I didn't love that every single meeting was fully recorded." Only Nick