Aug 24, 2021
In this episode, we’re taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it’s...
Aug 17, 2021
In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I’ve been following Nicole for a while now – she’s always been ahead of the game when it comes to trends, news,...
Aug 10, 2021
In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social,...
Aug 2, 2021
In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you’re an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red...