Fynancial

Advisors! If you are currently using Wealthbox to run your practice, then this is an event that you don't want to miss! Join us on Thursday at 2:00 PM EST for an overview of Fynancial's Wealthbox integration and see it live!

ANNOUNCEMENT: Fynancial Partners with Wealthbox to Elevate Client Interactions! Fynancial’s integration with Wealthbox empowers RIAs to streamline their operations and enhance client interactions while keeping their CRM as the system of record. Advisors can seamlessly import tags, staff, and contacts, and capture client communications. Read More: https://lnkd.in/ecNHg_95

Get out in front of the panic with the right message at the right time.

"How long does it take to onboard?" "Is this going to be difficult to implement" We understand the importance of a smooth transition. That's why we've streamlined our onboarding process. In just four meetings, your new app will be live in the App Store. Our Customer Success team will guide you every step of the way. We're here to ensure your success and provide your clients with the best experience possible. #FinTech #CustomerSuccess #RIA #ClientExperience #FinancialAdvisors #Fynancial #socialfinancialplatform

Here's a peek into the Fynancial app, the world's first social financial platform. How could your clients benefit from having their advisor at their fingertips? #FinTech #FinancialAdvisors #ClientExperience #RIA #Fynancial #FynancialApp

"You're the person that is there for them in every moment that they need." BOOM - Stacey McKinnon 🙌 The internet shifted our clients and prospects' behavior. Information is widely available. WHO that information is delivered from and HOW that information is presented is the premier service advisors should strive to deliver. Elite advisors are realizing the "button" your client's click on their phone shouldn't be Gmail or Outlook It should be your brand. Your trusted channel. A channel your client knows to hit every single time they have a question and need advice ASAP. I first met Stacey at the 2022 Fidelity Inside Track event. Fast forward to 2024 - Morton Wealth isn't just talking. They are acting. When we first launched Modearn, I remember telling Stacey that she'd be on the cover of a Wealth Management publication fielding questions about how they were able to successfully launch, scale, attract, and ultimately create a new revenue stream serving a generation that is growing every single day. I'm even more convicted today. Let me be clear: It's not because of Fynancial It's because their Leadership empowers the Team to achieve big goals. Wayne Gretzky said it perfectly: "Go to where the puck is going. Not where it has been." #socialfinancialplatform

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"I scheduled a meeting with my client in 17 seconds" "I rolled over $620k using an Action Item" "I walked through step by step with my client whose computer was unfortunately hacked, and how to purchase and exchange bitcoin to the cyber criminal" "I had a client tell me they are talking about money around the dinner table for the first time with his daughters" "We had a client referral come through with your Refer Friend feature" "I educated all my business owner clients about the benefits of a Define Contribution and Define Benefit plan. We opened one and husband and wife were able to save $690k pre-tax" "I sent a push notification to all my clients about tax season and their filings. Immediate response." "On the weekends I pull out my app when individuals ask what I do." ------------------------ This is why our mission at Fynancial exist We believe the advisor's voice can change the world - 100x faster than charts and graphs. The advisors who stop buying 30k software for fancy charts, and start turning their attention to solve the crisis of client communication and personalization at scale. Will win... Actually - advisors already are :) Big shout out to Matt Middleton Joshua Brown Michael Batnick, CFA, and everyone involved in making the Retreat a 10/10 event. #socialfinancialplatform P.S. Yes - unfortunately the story around cyber and bitcoin is true. Not only was the client messaging the advisor the entire time, but sending receipts, etc. P.S.S. Now the RIA is posting directly to their client's pocket regarding how to avoid cyber attacks - what to look for - etc. So cool. That's the power of the right message, to the right client, at the right time - all powered through your own push notification alerting their clients where they are for 5 hours a day. - ON THEIR PHONE!!

Posting To Your Clients vs Posting On Social Platforms Here are the biggest differences - from the perspective of our clients. 1. Engagement - Communication drives awareness - Awareness drives engagement - Engagement drives opportunities - Opportunities drive action It doesn't matter how fancy your video content is or how unique your perspectives are. If your clients and dream prospects don't see your message (AKA communication) nothing works. Don't overlook the power of your own push notification. 2. Personality Advisors are very comfortable talking with clients with whom they have had a long-lasting relationship. Posting to the internet creates fake personalities. It's hard. When you can post about bourbon to your clients that like bourbon - it's authentic. Not the best post for social strangers. Take care of clients and they take care of you. 3. Opportunities I just got off a call with Victor Wilkerson, CFP®, RSP, CLU, ChFC. He gets it. Here is what I am talking about regarding opportunities. Certain clients should be aware of certain products. These products/offerings align with their risk tolerance, goals, etc. The problem with advisors currently is you have no real way to educate the right clients with the right message. For example - certain clients might want to learn about products that offer downside protection and provide income/liquidity. A 32-year-old with a high income would never want to hear/learn about this. Their goal is asset growth - not asset protection. When you can educate the end client at scale - they come to you IN-BOUND - which ultimately makes the advisor's job a whole lot easier. You start on 3rd base vs 1st base. Action gets done - FAST. I've been posting on LinkedIn for a while. And I'll be the first to tell you this: There is a reason we have an "Access our Demo App" call to action. Once I get prospects in our app... I have their attention. Advisors are missing the right channel to communicate. That's why we created Fynancial #socialfinancialplatform