BREAKAWAY STORY: Technology was key
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BREAKAWAY STORY:
“At my old firm, I was just the rainmaker ... Having to go from that to, ‘I've gotta set up a CRM. I've gotta figure out how to trade. What's compliance--how does that work?’ ... That's where Advyzon helped. It is truly an all-encompassing hub.”
Technology was key
- Johnny Flavin, Founder & Managing Principal
Why Advyzon?
FAVORITE FEATURES
- CRM
- Workflows
- Reporting
- Billing
ADVYZON ADVANTAGE
- Tech is truly all-in-one
- Platform is easy to use
- New features from user feedback
- Grows with my business
"More streamlined systems means more time to focus on relationships."
- Johnny Flavin, Founder & Manager Principal
- Johnny Flavin, Founder & Manager Principal
Read more about Aspire Capital Advisors’ growth story here.