The CRM to Complete Your Growth Puzzle
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Stop us if you’ve heard this before: Advisor CRM is a company built by advisors, for advisors.
We know that many of your favorite WealthTech companies say that, but it’s important to us. Because we’re not outsiders who think we can revolutionize your business. We’ve been in your shoes, and we want to help you with what we’ve learned along the way.
Prior to founding Advisor CRM, Leibel Sternbach and Ryan Borer began their careers by building, maximizing, and ultimately selling their own advisory practice. Having completed the same growth cycles that many of our clients now find themselves in, Advisor CRM is built by founders who know how to successfully come out on the other side.
So, what do you say? Let’s grow together
Ryan Borer | Managing Partner
Ryan, a former President and Chief Strategy Officer of Fusion Capital Management, brings over 20 years of industry experience as a registered rep, wholesaler, executive, and manager to Advisor CRM. As a founding partner at Fusion, he played a pivotal role in developing advisor-focused technology and operations platforms, helping Fusion grow from under $200 million in assets in 2015 to over $800 million within three years. Ryan hails from Omaha, Nebraska, and now resides in Dallas, Texas, with his wife and four young boys.
Leibel Sternbach | Partner, CTO
With multiple professional designations, including Enrolled Agent with the IRS, Accredited Portfolio Management Advisor, National Social Security Certificate Holder, and Chartered Financial Consultant, Leibel has been training financial advisors nationwide since 2007.
As a member of the Forbes Technology Council, his insights have been featured in Forbes, InvestmentNews, MarketWatch, and more. Leibel is the author of “Living With Financial Anxiety: How to Build the Life of Your Dreams” and “Authenticity: Dominate The Market By Being Yourself, a Guide for Financial Advisors,” and he teaches classes for advisors and investors.
Bruce Ferguson | Partner + Infrastructure
Bruce is a seasoned technology leader with 25 years of experience in M&A, business development, and turning around tech organizations on global and regional platforms. Previously, as President of Nexa and Global CIO at Penson Worldwide, Bruce transformed the company by optimizing technology resources, expanding market share, and achieving profitability. Earlier, he co-founded Pavilion Technologies. A co-author of seven patents, Bruce holds a BS in Computer Engineering from the University of South Carolina.
The best CRM for advisors at the best price. Free.
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