Fintech Plus Financial Psychology Equals Success with Greg Furer

Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode, featuring Beratung Advisors CEO Greg Furer, CFP^®. He's passionate about educating and empowering clients and financial professionals, taking a tech-forward approach.

The episode explores how Greg uses technology to streamline the financial planning process, enhance client communication, and scale his practice, which has experienced 600 percent AUM growth. He details how technology allows him to provide comprehensive planning that solves clients' problems.

Greg also highlights the importance of understanding how clients perceive financial planning. Many clients feel anxious or overwhelmed by the process, associating it with math class or a trip to the dentist. He demonstrates why financial planners should focus more on perspective-taking.

Learn more about strategies to grow your planning business and improve the client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips