Tom focuses on procurement of new enterprise relationships at Advicent — helping them identify solutions and develop strategies to maximize advisor profitability and efficiency. Tom has worked in the financial planning software side of the FinTech industry since 2005 and has focused on helping advisors build more profitable practices through effective financial planning.
How was business in 2016? Did you hit all your goals? Have you started to think about 2017?
A few days ago, a friend of mine with whom I play golf asked me about the DOL rule. He said, “I keep hearing about it on television, how it’s changing the financial services industry, but I honestly have no idea what it means.”