Mike Howe

Modern financial planning.

[Mike Howe @Mike_W_Howe_CFP]

@NestWealth is providing access to financial tools that can help you build a new budget or see the impact of changes to your mortgage.

https://t.co/ygqOX7iL7U

[Mike Howe @Mike_W_Howe_CFP]

@FaulknersRazor presenting about the future of financial advice at @IFBcanada Alberta summit.

[Mike Howe @Mike_W_Howe_CFP]

Nest Wealth acquires Razor Logic Systems to bolster services to advisers https://t.co/7fcpXqPLBl via @torontostar

[Nest Wealth @NestWealth]

Nest Wealth has acquired Razor Logic Systems, the makers of @RazorPlan! We’re very excited to join forces and work towards our goal to better serve our clients together. #wealthmanagement #fintech #startup https://t.co/PxppibKjdM

[Mike Howe @Mike_W_Howe_CFP]

Michael Kitces' #FASuccess Podcast: Fishing for Prospects With Jared Reynolds

https://t.co/x93D1NSI16

#financialplanning

[IDCWIN @IDCWIN]

RazorPlan Financial Planning with Dave Faulkner https://t.co/xWZHK2g5gn via @YouTube

[IDCWIN @IDCWIN]

In Montreal today meeting Advisors at the #IDCWIN office .Tomorrow RazorPlan Training “Because life is better with a plan” For more info contact #HenrietteBichai. https://t.co/byg5Pr7Gt9

[The Fintech Impact Podcast @fintech_impact]

“20% of the client’s information produces 80 % of the financial analysis. And so, that’s where you start. Just capture the 20% high value information.” #DaveFaulkner @RazorPlan @jasonpereira #fintech #podcast #financialanalysis https://t.co/fcMcRI7NCu

[Brian Laundry @BrianLaundry]

"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton
https://t.co/8w7xbwQE0j

[Mike Howe @Mike_W_Howe_CFP]

Why power is shifting to the role of advice https://t.co/TYEYnHXFQp

[The Fintech Impact Podcast @fintech_impact]

Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance https://t.co/raPJ8V0L7d

[IFB Canada @IFBcanada]

IFB members get @RazorPlan financial planning software at a discounted price of $595/year/user, or $55/month/user, a 10% discount off of regular prices of $659/year or $61/month! For more information visit https://t.co/XTrQ4mPaya

[Mike Howe @Mike_W_Howe_CFP]

@FaulknersRazor presenting on the new corporate passive income rules and how @RazorPlan can show they will impact your clients.

[IDCWIN @IDCWIN]

Dave Faulkner of #RazorPlan captivated the audience with the New RazorPlan software on the #IDCWIN 2019 Kick off road show . RazorPlan day long workshops coming soon.

[RazorPlan @RazorPlan]

We are sponsoring the @IFBcanada BC Fall Summit today. @FaulknersRazor presentation about Planning as a Concept is at 11:30 am PST. #IFBinBC

[Bill Winterberg, CFP®️ @BillWinterberg]

👇 This is an antiquated misconception (you need $1 million to work with an adviser) propagated by automated investment services that trivialize the benefits of an adviser/client relationship.
The marketplace is different now:
https://t.co/awxBh3wcPp

[Mike Howe @Mike_W_Howe_CFP]

@razorplan user @_MikeMorrow_ presenting at @thebanffschool

[collin @guyschoiceaward]

HELP ME PLEASE. COORS FIELD NEEDS AN ORGANIST

[Mike Howe @Mike_W_Howe_CFP]

Come see us at our @razorplan booth @thebanffschool today. #banffschool2018

[Advocis Banff school @thebanffschool]

Thank you to @IDCWIN for sponsoring out 3rd annual #baseball game & @RazorPlan for the hats! Come one, come all - We hope you'll join as a player or spectator cheering on your favorite team. Retweet for your chance to win an invitation to faculty dinner #banffschool2018 @Advocis