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Business Before Technology

Craig Pollack

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Business Before Technology
Business Before Technology

Business Before Technology

Craig Pollack

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Plays
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About Us

Craig Pollack, Founder & CEO of FPA Technology Services, Inc. interviews successful business owners, subject matter experts, and other impactful business leaders in the Greater Los Angeles area with the goal of helping other small business owners and key decision makers grow or simply improve how they run their businesses - ultimately looking to increase their profitability.

Latest Episodes

Episode 1 - Interview with TJ Jones of Gamble Jones Investment Counsel

In our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients. We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as their migration of the Portfolio Management System from APX to Tamarac. Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business.

70 MINAUG 31
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Episode 1 - Interview with TJ Jones of Gamble Jones Investment Counsel
the END

Latest Episodes

Episode 1 - Interview with TJ Jones of Gamble Jones Investment Counsel

In our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients. We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as their migration of the Portfolio Management System from APX to Tamarac. Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business.

70 MINAUG 31
Comments
Episode 1 - Interview with TJ Jones of Gamble Jones Investment Counsel
the END