Thomas Clawson

Author

Thomas Clawson

Co-founder, Slant

Thomas co-founded Slant and leads its go-to-market: the customer, support, and sales teams, custodian and partner relationships like RBC Clearing & Custody and Betterment, and the weekly advisor webinar where new work ships first. He writes about where the CRM is headed for advisory firms and speaks regularly on AI-native advisor technology. He is based in Salt Lake City and studied at Brigham Young University.


1 post

Be the reason behind the retirement party, the second home, the peace of mind.