{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ab6fe42bb6ddf45527e077e/69af22dea944676525565971?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"AdvisorCRM with Ryan Borer | E419","description":"<p>On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an \"action engine\" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically.</p><p><br></p><p>This episode is a must-listen for advisors frustrated by \"clunky\" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management.</p><p><br></p><p><strong>Resources:</strong></p><p><a href=\"https://www.facebook.com/jason.pereira\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook</a> – Jason Pereira's Facebook</p><p><a href=\"https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> – Jason Pereira's LinkedIn</p><p><a href=\"http://woodgate.com\" rel=\"noopener noreferrer\" target=\"_blank\">Woodgate.com</a> – Sponsor</p><p><a href=\"https://www.advisorcrm.com/\" rel=\"noopener noreferrer\" target=\"_blank\">AdvisorCRM</a></p><p><a href=\"https://www.linkedin.com/in/ryan-b-48160a4/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> - Ryan Borer’s LinkedIn</p><p><br></p>","author_name":"Jason Pereira"}