In this episode of Advisor Ally, we sit down with Steve Boorstein - the founder of a values-driven, flat-fee financial planning firm RockCrest Financial LLC, and a true advocate for comprehensive, life-centered wealth management.
Steve’s journey from pharmacist to financial advisor is anything but ordinary and his insights into industry evolution, client psychology, and the role of technology in advisory practices are both timely and transformative. 💡
Steve is a “Personal Finance CEO” — helping successful individuals and families align their money with their values, simplify their lives, and focus on what matters most.
He and his team deliver all-inclusive, flat-fee planning across five key areas:
✔️ Financial Planning
✔️ Tax Strategy
✔️ Estate Planning
✔️ Investment Management
✔️ Risk Management
They coordinate across disciplines and with other professionals to ensure clients’ entire financial houses are in perfect order—and stay that way.
🔍 In This Episode:
- Steve’s leap from pharmacy to financial planning
- His early passion for stocks and self-education in finance
- Why flat-fee fiduciary planning is the future of advice
- How generational differences affect advisor-client relationships
- What Gen X, Millennials, and Boomers each expect from an advisor
- The role of AI and automation in creating a more human practice
- Advice for advisors looking to modernize their offering and tech stack
- What it really takes to build a multigenerational, purpose-driven firm
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#FinancialPlanningPodcast #ComprehensivePlanning #NextGenAdvisors #AIinFinance #TechInAdvisory #AdvisorJourney
#ClientCentricAdvice #ValuesBasedPlanning #FamilyOfficeModel #FinancialAdvisor #RIACommunity
