Modern financial planning.
Joined February 2016
- Tweets89
- Following321
- Followers84
- Likes57
Nest Wealth acquires Razor Logic Systems to bolster services to advisers thestar.com/business/2019/05… via @torontostar
Mike Howe retweeted
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 hubs.ly/H0hTMV20
Michael Kitces' #FASuccess Podcast: Fishing for Prospects With Jared Reynolds
kitces.com/blog/jared-reynol…
#financialplanning
Mike Howe retweeted
RazorPlan Financial Planning with Dave Faulkner youtu.be/qrQc-klas3U via @YouTube – at Pointe-Claire, Québec
Mike Howe retweeted
In Montreal today meeting Advisors at the #IDCWIN office .Tomorrow RazorPlan Training “Because life is better with a plan” For more info contact #HenrietteBichai. lnkd.in/duaDd9q
Mike Howe retweeted
“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 ow.ly/wyY130o9xmi
Mike Howe retweeted
"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
youtu.be/0tMRj6b70GU
Mike Howe retweeted
Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance fintechimpact.co/podcast/raz…
Mike Howe retweeted
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 ow.ly/qh8C50lLKMl
Mike Howe retweeted
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.
Mike Howe retweeted
We are sponsoring the @IFBcanada BC Fall Summit today. @FaulknersRazor presentation about Planning as a Concept is at 11:30 am PST. #IFBinBC
Mike Howe retweeted
👇 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:
teapawt.net/jus10castelli/status/1…
This quoted post is unavailable.
Mike Howe retweeted
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
Mike Howe retweeted
ICYMI - check out @FaulknersRazor's summary of @bgmasters' inspiring book, Zero to One
buff.ly/2t4Gkk6
Mike Howe retweeted
Here's why financial #advisors need to think of themselves as a #finserv #startup
buff.ly/2JWyDmf by @FaulknersRazor
A look at some of the technology @jasonpereira is using in his practice. Includes @RazorPlan #WPSummitTO
