Fintech Impact

Summary:In this 88th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses Suitability Pro with special returning guest, Shawn Brayman, Founder of Plan Plus. With over twenty-five years of experience, Brayman is an expert in providing investment and financial planning solutions to financial advisors. His newest product, Suitability Pro, aims to improve the lives of advisors and their clients by helping them provide better recommendations almost by default. Episode Highlights: ● 00:42: – What is Suitability Pro? ● 02:53: – What is the entire experience for an advisor using this tool? ● 03:51: – Brayman describes the Suitability Pro dashboard. ● 05:49: – They give an overview of bi-direction communication capabilities within the dashboard. ● 08:53: – Suitability Pro introduces new mechanisms that allow advisors to frame their own professional judgment. ● 10:09: – A key part of Suitability Pro is maintaining s