The Future of Financial Services

The Future of Financial Services

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

CATHY Sabater

**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.

I believe integrating technology into investing will be crucial as the years go by.

回复
Sean Carr

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.

要查看或添加评论,请登录

Brandon Burton的更多文章

  • Supporting Employees with Financial Wellness can be the Best Business ROI

    Supporting Employees with Financial Wellness can be the Best Business ROI

    It’s not just business- It’s personal! In the US, work is life and life is work. Work and life are so tightly…

    2 条评论
  • Financial Wellness - National Top 20 Startup

    Financial Wellness - National Top 20 Startup

    Brandon Burton, CEO and founder of financial services startup Securing Life Today, was inspired to create the startup…

    1 条评论
  • Are you Ready to Take your Finances to the Next Level?

    Are you Ready to Take your Finances to the Next Level?

    Securing Life Today is simple, its financial software to help you stay on track with your finances, benefits and…

  • Tech is the Solution for Finances

    Tech is the Solution for Finances

    Are you ready to take your finances to the next level? Of course the answer is yes, but I’m sure your curious what that…

  • Financial Tech Makes the News Again!

    Financial Tech Makes the News Again!

    Securing Life Today is one of the newest fin-tech (financial Technology) companies to help empower people to take back…

    2 条评论
  • The Need for Financial Tech

    The Need for Financial Tech

    Did you know that your eyes process and translate light into your retina about one-tenth of a second before the brain…

    8 条评论
  • A "WHY" for us all.

    A "WHY" for us all.

    Hello! Hi, my name is Brandon Burton. You probably don't know me or who I am.

    2 条评论
  • Will Technology Rule the Future of Personal Finance?

    Will Technology Rule the Future of Personal Finance?

    Will the future of personal finances be done completely through the use of technology? The more financial problems and…

  • The Salesman

    The Salesman

    Imagine today your car broke down, or that your ready to just get a new car and upgrade. If your like most people, I…

    1 条评论
  • Why Online Investing Is Safe

    Why Online Investing Is Safe

    As famously quoted in the movie Star Trek,"To boldly go where mankind has not gone before." Well in the past decade we…

社区洞察

其他会员也浏览了