Katie Brewer, a Dallas-based financial advisor and one of the founding members of the XY Planning Network, joins The Digital Well podcast for a discussion about financial planning technology. I had the opportunity to meet and talk shop with Katie at this year’s FinCon in New Orleans this past September. She is five months into her independence as a registered investment advisor, yet brings a decade of industry experience to her effort.
I was really intrigued with her take on the importance as well as the pros and cons of financial planning technology. Our conversations includes Money Guide Pro, InStream, Finance Logix as well as PreciseFP. Tune in for Katie’s take on what is central to a successful financial planning solution and how she is performing her due diligence to make a selection (in process now).
Katie tells a great story about her first experience as a public speaker. She notes she is grateful this was before smart phones were ubiquitous. Katie credits Toastmasters for turning her into a confident public speaker.
You can connect with Katie at her website, Your Richest Life.