Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti

Published: Jan. 27, 2016, 1 p.m.

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This week on #XYPNRadio, I\\u2019m excited to bring you an interview with Wealthbox CRM\\u2019s co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I learn something new about technology. Typically when you speak with tech vendors, you don\\u2019t get to talk to the lead developer, but today you will.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/34

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