Tom Fields is the Founder of Fynancial, a custom mobile app that builds advisors a platform to retain clients, build trust, and provide a new service without ever reducing fees.
In this podcast, Doug and Tom explore the world of client-facing apps for advisors to leverage and how Fynancial differs from its competitors, creating a user experience the end client is actually looking for.
They also discussed:
- The significance of retention for IRAs and how Fynancial is helping in this area
- The difference between traditional client portals and the approach Fynancial takes
- The current trend of wealth transfer and the challenges financial advisors face in engaging with the next generation of clients
- How financial technology can support the shift from traditional financial advice to financial coaching
- The role social media plays for the next-gen in how they will consume financial advice and how advisors can leverage the platforms
- The benefits of using a client-facing app for content marketing
Resources:
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