With over 20 years cheerleading Financial Planning Software and partner technologies, Chad has worked with hundreds of RIA's & Institutions of all sizes to improve their return on investment with digital planning experience.
Chad began his career with a very popular financial planning software, using that tool as a twenty something kid with big plans and financial questions to model. He realized quickly that planning software wasn't built to handle the unique needs of younger prospects nor those that needed the help the most. Additionally, he began to realize that the very features that engages a younger prospect, will also allow advisors to increase their level of service to any existing clients, no matter their age or socio-economic situation.
Chad has proven that it doesn't matter your experience with planning software, or how many resources your firm has...if you have passion and a little imagination, you can light a spark in your Clients that get them EXCITED about your firms planning process and your expertise.
States that require personal finance instruction for students
Women aged 55 to 65 with no retirement savings
Boomers that have no retirement savings
Young adults that say they have barriers to wealth
Families that worry about paying for their kids college education.
Boomers are economically insecure