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In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.
Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/ Qwilr Website: https://qwilr.com/ Speed Dating Campaign: https://youtu.be/rGE6VLqiY3E?si=JxMoJYKFwhvAs5yH Qwilr Reimagined SOA Template: https://qwilr.com/advicetech Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Listen to the best highlights from the podcasts you love and dive into the full episode