Episode 152 – The App to Ensure You Never Lose a Client – With Tom Fields

Power Your Advice

English - February 02, 2023 15:41 - 19 minutes - 36.1 MB
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Previous Episode: Episode 151 – Hybrid Work and the Failing of its Management – With Steve Gresham

Next Episode: Episode 153 – EVPs: Differentiate your Talent Strategies and your Firm with Liz Manibay

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 … Continue reading Episode 152 – The App to Ensure You Never Lose a Client – With Tom Fields →