Wealth Management

JUNE 27, 2025

Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

XY Planning Network

AUGUST 27, 2024

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

Financial Planner 101

Financial Planner Financial Planning Financial Advisor Clients 101

FMG

JULY 5, 2022

The Only Three Things Financial Planners Need to Say in the First Meeting via Streamline My Practice. As a financial planner, you know how important that first meeting can be, so it’s important that you are thinking about what you say. Book a Demo to Find Out More. Adjustments to be made along the way.

Financial Planner 52

Financial Planner Media Engineering Planning 52

FMG

MARCH 28, 2023

It hopes the quiz will help break down barriers to financial planning and encourage more women to take control of their finances Key Insight This idea caught our eye as a creative way to connect and test out a platform not leveraged much in the industry. Well, struggle no more.

Financial Planner 52

Financial Planner Financial Planning Clients Media 52

FMG

FEBRUARY 28, 2023

Book a Demo to Find Out More The post Trending This Tuesday, February 28, 2023 appeared first on FMG Suite. How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403) via ProudMouth Can you actually attract prospects off of social media? Absolutely! Well, struggle no more.

Media 52

Media Financial Planner Financial Advisor Communication 52

eMoney Advisor

APRIL 6, 2023

In a best-case scenario, you will also get a demo of what the clients will see and have access to on the platform. By leaning into industry resources, the insight of fellow financial planners, and opportunities to test-drive the software, you can arrive at a solution that’s tailor-made for your solopreneur practice.

CFP 76

CFP Financial Planning Clients Planning 76

Inside Information

AUGUST 28, 2024

Often the keynoters have no idea who financial planners are—they’re championship boxers, basketball players, sometimes former Presidents or Prime Ministers, famous people, basically, and every third session is a breathless look at about how to use this or that wonderful feature of the Schwab platform.

Financial Planner 40

Financial Planner Food Clients Planning 40