Tom Fields, CFP®'s Linkedin Analytics

My story started after I received a call from a client who was crying. "Thank you so much for doing this." In March of 2020, I created a 6-week online class that taught individuals how to budget and how to better understand the language of money. The class high school didn't teach. By January 2021 - two things were certain: 1. This was a way to get our client's kids on the right track with money. 2. Our client's hearts were forever changed. Older clients put advisors' revenue at risk. $84.4 Trillion of wealth will be transferred over the next 20 years. We were successfully becoming a trusted guide for our client's kids, by building real relationships where they were... on the phone. Client retention skyrocketed. A tool specifically designed for our client's kids transformed into a way we would begin communicating and educating our entire book of business. The #1 reason Clients fire their Financial Advisors is due to lack of communication. The average client spends 5.5 hours a day on their phone. How are you communicating where your clients are... on the phone? On January 2022 - I decided to solve this problem for good. Fynancial provides RIAs with a white-labeled mobile app solution. So they can bring financial awareness, deliver financial education, and provide professional accountability to their clients all through their own mobile application. So they can protect themselves from The Great Wealth Transfer. So they can NEVER LOSE A CLIENT. Advisors are now the key players in the digitization journey. Investing, planning, and insurance will not keep your book alive. Digital communication and winning the hearts of your clients will. Interested in Fynancial? DM me to secure a spot on our growing waitlist. Change Is Happening.