Dirk Pearson

COO of AdviseOn. He was instrumental in conceptualizing Quantum and oversaw its beta testing phase.

Best podcasts with Dirk Pearson

Ranked by the Snipd community

Mar 5, 2024 • 0sec

Ep. 229: The Breakaway Blueprint, with Advyzon

Dirk Pearson, COO of AdviseOn, played a key role in developing their innovative platform, while John Makowiak, Chief Revenue Officer, sheds light on their technology. They discuss AdviseOn’s groundbreaking Quantum portfolio rebalancer and its impact on advisors transitioning from larger firms. Their conversation dives into enhancing client engagement with customizable portals and automated CRM systems. The duo emphasizes the importance of user experience and tailored solutions in streamlining operations and enriching client relationships.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

App store banner

Play store banner