(Beta customers wanted!)
Three years ago, I had the privilege of joining the Advisor Success Podcast with @MichaelKitces, where we discussed the challenges of scalable financial planning particularly working with transactional data.
@UWBusiness thank you for having me come in and talk to the Business Analytics MBA class yesterday. I had fun talking about what we are trying to solve @Hyphaway and how we want to use data and ML technology to provide authentic financial advice, easier.
What does financial planning mean to you? We’re running a survey that anyone can complete in about 5 mins. Completing the survey and submitting your email gives you the chance to win one of two Amazon gift cards! https://t.co/RkVMqsUNZw
#hyphaway#financialplanning
Financial planning is not just about numbers. More importantly, it's about your relationship with money, it's about why you buy/invest, and how it makes you feel.
#HyphaWay#financialplanning
https://t.co/Bxe5OsgX2b