The Advisor Tech Stack Webinar Series: Hear from the Financial Professionals

Presented by

Join Jomin Bishop (VP of Sales at Wealthbox), Alison Susko (Director of Partnerships at Asset-Map), Eddie Sempek (SVP of Strategic Relationships at Orion), and Randy Dippell from Advice Period who is utilizing all three solutions as we answer the most common questions from an advisor workflow perspective. We’ll share what has worked best, their favorite parts of how the tools integrate, and more.


Randy Dippell

Advisor to Financial Executives

Advice Period

Eddie Sempek

SVP of Strategic Relationships


Alison Susko

Director of Partnerships


Jomin Bishop

VP of Enterprise Sales


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