Fintech Impact

In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices by not only enriching their value proposition to clients but also integrating technology to enhance the delivery of their services. Rick's vast experience of over 40 years in servicing family business owners and professionals provides listeners with a blend of wisdom, practical strategies, and a vision for the future of financial advising.Episode Highlights:00:11: Jason Pereira welcomes Rick Scruggs and gives an overview of Rick's extensive experience in the financial sector, particularly in serving family business owners and professionals. This sets the stage for a discussion on scaling advisory practices through valuable propositions and technological advancements.02:33: Rick highlights the universal truth of mortality and the significance of financial planning and goal-setting to secure a prosperous future for o