32. Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of Fynancial

On the Circuit
07/11/2023 12 min

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Episode Synopsis

Tom Fields, CEO and founder of Fynancial, joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.Fynancial is a social financial platform that’s already making waves in the wealth management industry since its founding in 2022. During his time as an advisor, Tom saw a communication gap. Between social media, email, texts and the client portal, how could an advisor ensure clients received the right informati...

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