# AdvisorCRM with Ryan Borer | E419

Page: https://stenobird.com/podcast/fintech-impact-732879/advisorcrm-with-ryan-borer-e419
Text version: https://stenobird.com/podcast/fintech-impact-732879/advisorcrm-with-ryan-borer-e419.md
Podcast: [Fintech Impact](https://stenobird.com/podcast/fintech-impact-732879)
Published: 2026-03-17T10:00:00+00:00
Episode link: https://shows.acast.com/fintechimpact/episodes/advisorcrm-with-ryan-borer-e419
Audio file: https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/69af22dea944676525565971/media.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/advisorcrm-with-ryan-borer-e419
Duration seconds: 1434

## Resource

On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically. This episode is a must-listen for advisors frustrated by "clunky" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor AdvisorCRM LinkedIn - Ryan Borer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/advisorcrm-with-ryan-borer-e419/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/fintech-impact-732879/advisorcrm-with-ryan-borer-e419.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.