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Business Technology

Business Technology

Do you wonder what technology to choose for your business needs? Do you use the tools you currently have? Most advisors understand the importance and would like to more effectively use and choose technology tools. We sat down with Tim Minert of Advisor Virtual Pro, a...

Tim’s Tech Tips

Tim’s Tech Tips

1. CAPTURE EVERYTHING IN YOUR CRM: This is the most important thing. If it isn’t recorded, it didn’t happen. Notes, tasks, and appointments are the key here. Especially notes. EVERYTHING you do fits in one of these categories....


Book a Demo with Tim Minert

To book a meeting with Tim, please select a meeting duration.

Tim Minert EVP 30 Min Overview Call

602 762-1100 if you need to get in touch

Tim Minert 10-15 Min. Quick Overview-Demo

Web conferencing details provided upon confirmation.

Tim Minert 60 Min -Time Block full Demo Overview

Works well for more extensive questions and larger groups.

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2850 East Camelback, Ste 200

Phoenix, az 85016
602 522-2234