Tom Fields, CEO and founder of Fynancial, joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.
Fynancial is a social financial platform that’s already making waves in the wealth management industry since its founding in 2022.
During his time as an advisor, Tom saw a communication gap. Between social media, email, texts and the client portal, how could an advisor ensure clients received the right information? Fynancial brings familiar social media features (i.e., scrolling, tapping and push notifications) to a traditional client portal. Communication is easier for advisors and the UX experience has never been simpler for clients.
In this episode, Tom shares his thoughts on the communication gap between advisors and clients, and how Fynancial can help strengthen existing client relationships.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Starting with episode 31, we find Johnny at the Fearless Investing Summit (he loves a good industry conference). In these jam-packed episodes, his guests share advice, insights and dreams for the future of industry.
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
Tom Fields, CEO and founder of Fynancial, joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.
Fynancial is a social financial platform that’s already making waves in the wealth management industry since its founding in 2022.
During his time as an advisor, Tom saw a communication gap. Between social media, email, texts and the client portal, how could an advisor ensure clients received the right information? Fynancial brings familiar social media features (i.e., scrolling, tapping and push notifications) to a traditional client portal. Communication is easier for advisors and the UX experience has never been simpler for clients.
In this episode, Tom shares his thoughts on the communication gap between advisors and clients, and how Fynancial can help strengthen existing client relationships.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Starting with episode 31, we find Johnny at the Fearless Investing Summit (he loves a good industry conference). In these jam-packed episodes, his guests share advice, insights and dreams for the future of industry.
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started: