The Future of Financial Services
Brandon Burton
Fintech I Financial Consultant I Financial Wellness 40 under 40 I Top 20 Startup l Combat Veteran Search my name on Google??
Out of 365 days, a financial adviser may work with an individual once or twice. The simple reason why: Time
As an advisor and CEO myself, I find that I am alloted the same amount of time in a day as any other human being. But this is where the problem lies, it's in the days, hours, minutes and seconds that drift by without us having a way to capture our financial data in a manner that allows us to succeed.
So what’s helping the individual get better with their finances daily? The Answer: Online Financial Money Tools like Securing Life Today.
Read the full story here in the News about the newest personal financial money program: https://www.bizjournals.com/dallas/blog/techflash/2016/04/funding-sought-for-dallas-startup-bridging-the-gap.html
**Mortgage Advisor/Proud Veteran** H.E.R.O. Help Each Renter Own
6 年This is a great tool and as mentioned in an earlier, people may need to consult the expertise have someone like you so that they can make wiser Financial decisions. With the software you provide this makes it more simplistic for a very complex topic.
Manager, Accounts Payable
8 年I believe integrating technology into investing will be crucial as the years go by.
Mercy Staffing
8 年Great article, I recently ended my career of 3 years as an advisor and the only question I would have is - we live in a world were all the information we want is at our fingertips, now that being said there are tons of articles about products and strategies that contradict each other and I would almost argue there is too much information for people to make a truley educated decision. So question is, without a well versed advisor , how do you determine what is the 'correct' information about products and investment choices without holding some biased? It is in my experience that most investment based advisors (fidelity... Edward jones types) contradict with what insurance advisors are practicing. When I believe the two should be paired together harmoniously like a golfer and their custom financial 'clubs' or products. For example insurance based annuities have a bad reputation for being expensive and there is a ton of information steering people away from them however I would argue that it is one of the most powerful tools when it comes to wealth distribution and guarantees in basic income because of its scientific approach.