The Advisor Lab by CION

Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication


Listen Later

Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

...more
View all episodesView all episodes
Download on the App Store

The Advisor Lab by CIONBy CION Investments

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like The Advisor Lab by CION

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,664 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,222 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners