Show Notes
Justin Manning, The Vegan Financial Advisor (https://justinmanning.com), stops by to talk about his role as a professional financial advisor and his decision to embrace a Vegan lifestyle.
We discuss the use of technology in Justin's business and how he uses Advisor Stream and his top notch CRM to serve his clients more effectively.
Finally, we discuss Justin's focus on protecting the sensitive information of his clients in his practice and what steps he and his organization follow to ensure that information is not exposed in a cyber attack or data breach.
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