Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients.

The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence.

This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience.

Episode Highlights:

00:00 Welcome and Guest Intro

00:49 What Fynancial Does

01:24 Why Advisors Need Phone Real Estate

02:14 Origin Story Fired Client

05:01 Building the Advisor App

06:25 Client Engagement Push Notifications

09:44 Compliance and Secure Messaging

12:03 Success Stories Growth Referrals

16:25 Future Roadmap AI Next Best Action

19:20 Rapid Fire Closing Questions

23:41 Wrap Up and Sponsor Outro

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Fynancial

LinkedIn - Tom Fields’ LinkedIn

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