Suitability Pro with Shawn Brayman (CEO) | E88

Summary:

In this 88th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses Suitability Pro with special returning guest, Shawn Brayman, Founder of Plan Plus. With over twenty-five years of experience, Brayman is an expert in providing investment and financial planning solutions to financial advisors. His newest product, Suitability Pro, aims to improve the lives of advisors and their clients by helping them provide better recommendations almost by default.

Jason PereiraSeptember 24, 2019Financial Planning, Risk Assessment, Investing

Riskalyze with Aaron Klein (CEO) | E63

Summary:

In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informative interview with Aaron Klein, CEO, and Co-Founder of Riskalyze, a risk tolerance assessment and illustration tool that helps advisors analyze the amount of risk in their client's portfolios. Aaron opens up about how Riskalyze operates, how it can benefit advisors and the importance of risk assessment in the financial industry.

Jason PereiraApril 2, 2019Risk Assessment

FinaMetrica with Paul Resnik (Co-Founder) | EP03

In the 3rd episode of Fintech Impact, Jason Pereira, hosts interviews Paul Resnik, Co-founder, and Director at FinaMetrica. As a risk assessment company, FinaMetrica provides tools for financial advisors to figure out the risk tolerance of their clients. Paul Resnik shares his history in the industry, the uphill battles that FinaMetrica has faced, and what it will take to turn financial advising into more of a science than an art.