The Transformative Advisor Podcast

In this episode Joe and Ben begin, as always, with what they like and don't like - with a connection to transformation work, they take a deep dive on technology advisory and challenge small business advisors to explore Zapier as a no-code way to connect client technologies, they interview Margot Pokopac during the "Hall of Heroes" segment, and for the "Getting Things Done" segment they wrap up with focus on turnaround and recovery work.