Fynancial

Fynancial is The First Social Financial Platform (SFP) for High-Growth RIAs. Our platform combines social engagement features with traditional wealth management tools. By integrating with your planning and performance providers, Fynancial brings in all of the relevant data that your clients want to see – from account balances to performance metrics and everything in between. A true all-in-one solution for high growth RIA's.

Executive VP of Sales

SaaS Partners

SaaS Partners offers scalable solutions for all aspects of your business.

Thoroughbred Solutions is a strategic IT solutions provider located in Lexington, KY specializing in Mobile App Development and Enterprise Software.

Vice President of Sales

BombBomb

Helping Organizations Accelerate Sales and Improve Customer Experience with Video.

Mid Market Account Executive

Senior SMB Account Executive

Re-Humanizing Email and creating relationships through video.

Inside Sales Representative

Comdata

I provide a full array of Regulatory Compliance Solutions for large fleet operations across the Southeastern United States.  

Comdata provides payment and compliance solutions that help fleet operations control costs, stay compliant and operate more efficiently.As one of the largest over-the-road compliance service providers in the U.S. and Canada, we can free up your resources while we take care of the paperwork. 

Our compliance solutions will:

•Automate and simplify your IFTA filings, including mileage logs, fuel transaction matching, calculations and filings.
•Simplify permit ordering and allow real-time tracking of Oversize/Overnight and Trip & Fuel permits.
•Simplify identification and contracting for pilot cars.
•Streamline your 2290 tax filings and deliver IRS e-file watermark copies within 24 hours.
•Manage all your licensing and registration needs.

Director Of Strategic Sales - RCS

Fridrich, Pinson & Associates Insurance Agency

Fridrich, Pinson & Associates is an Independent Insurance Agency with headquarters in the Green Hills community of Nashville, Tennessee. The agency is located on the second floor of the “Fridrich/Price Building” situated in a new, progressive, suburban business development called “Bedford Commons”.
Fridrich, Pinson & Associates serves its customers with the offering of property, casualty, surety, life, health, and disability insurance products. Established in 1957, the agency has affiliations with over 14 company carriers, many of them deeply rooted since the day it opened its doors.
FPR employs 15 full time employees along with 5 active insurance producers. The agency is family owned and has been since its inception. They are long standing members of both the Insurors of Tennessee and the Insurors of Nashville. Fridrich, Pinson & Associates is incorporated under the laws of the state of Tennessee under the parent name of “Fridrich & Associates Insurance Agency Inc.” and has licenses to offer insurance products in 34 states across the country.

Risk Management Consultant

Shelter Insurance Companies

Agent

The Active Network

Customer Service Representative

With a career spanning various industries and roles, I've cultivated a diverse skill set centered around sales leadership and innovation. Currently serving as the Executive VP of Sales at Fynancial, I'm proud to be at the forefront of revolutionizing the wealth management landscape.

At Fynancial, we're pioneering the concept of the Social Financial Platform (SFP) tailored for High-Growth RIAs. By seamlessly integrating social engagement features with traditional wealth management tools, we offer a comprehensive solution designed to meet the evolving needs of our clients. Our platform not only provides a holistic view of financial data but also facilitates meaningful client engagement, setting a new standard in the industry.

Prior to my current role, I honed my expertise as the Executive VP of Sales at SaaS Partners, where I contributed to scalable solutions across various business functions. My journey in Software Sales began at BombBomb, where I played a pivotal role in leveraging video technology to enhance sales and customer experience. These experiences have equipped me with invaluable insights into software solutions and customer-centric approaches.

Before diving into the tech world, I ventured into regulatory compliance solutions at Comdata, where I provided tailored solutions for large fleet operations. My early career at Fridrich, Pinson & Associates Insurance Agency instilled in me the importance of risk management and client relationships.

Throughout my career, I've embraced opportunities to learn and adapt, continuously evolving alongside rapidly changing industries. I thrive in environments where innovation drives progress, and I'm passionate about being part of companies that are reshaping the landscape of their respective industries.

Let's connect and explore how my blend of sales leadership, innovation, and industry expertise can contribute to your organization's success.

This week I spoke with the founder of a $10B+ RIA who asked to see a demo of Fynancial.

His firm has an incredible marketing team. YouTube channel, weekly podcast, the works. They pour hours into creating amazing content for their clients.

But he started our conversation with a confession:

“Every time I send out an email with all of this great content, I know in the back of my mind that 80% of our clients will never even see it. If I want them to respond, if I want them to actually learn from it, I need to get it on their phones.”

That one sentence nailed the problem so many firms face. Advisors are creating world-class content but relying on old delivery methods that clients ignore.

That’s where Fynancial changes the game.

We give advisors a white-labeled app that puts their firm’s content videos, podcasts, market updates directly on their clients’ phones in a familiar, scrollable feed. Push notifications make sure it gets seen. Clients get educated, engaged, and connected.

It’s simple: if you want to win attention and drive real engagement, you have to meet clients where they already spend 5 hours a day, on their phones.

That’s what we built Fynancial to do.

#WealthManagement
#ClientEngagement
#AdvisorTech
#Fintech

Patrick Micklewright

Taplio

Patrick Micklewright's Linkedin Analytics

Patrick Micklewright

Performance ScorePatrick Micklewright's LinkedIn Performance

Patrick Micklewright's Best Posts (last 30 days)

Ready to grow your LinkedIn presence?

Taplio

.css-6ytdur{background-image:linear-gradient(284deg, rgba(39, 43, 72, 1) 0%, rgba(33, 47, 183, 1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Patrick Micklewright's Linkedin Analytics

Patrick Micklewright

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Patrick Micklewright's LinkedIn Performance

Patrick Micklewright's Best Posts .css-1emoo84{font-size:var(--chakra-fontSizes-md);font-weight:400;color:var(--chakra-colors-gray-600);}(last 30 days)

Ready to grow your LinkedIn presence?

Patrick Micklewright's Linkedin Analytics

Performance ScorePatrick Micklewright's LinkedIn Performance

Patrick Micklewright's Best Posts (last 30 days)