Episodes Click on episode page to watch or listen to the discussion, learn about participants, their firms, and more. Episode 14Private Wealth Systems and Arqa AI Episode 13 BlackCloak, Abacus and Copia Episode 12: Tax & Tech-NEW-logyRansomware Episode 11 Way2B1 and Nines Episode 10Eton Solutions and Summitas Episode 9Collation.AI and SumIt Episode 8 Luminary and K1x Episode 7 Trusted Family and RSM Family Sight Episode 6 Asora and iownit Episode 5: Tax & Tech-NEW-logyMTM360 and leafplanner Episode 4VRGL and Allvue Episode 3: Tax & Tech-NEW-logyK1 Hell Episode 2Giving Place and Orca Episode 1Elysys, Greenlock, 1FS Wealth Register here to join our network for complimentary access to the video and podcast, and to be included in future programs.
