Author

Tom Fields

Co-Founder & CEO

Fynancial

CFP®

Tom Fields is a former financial advisor who learned the idea behind Fynancial the hard way. He earned his CFP® at the end of 2019, built financial education courses for nurses during the pandemic, and turned the day a client fired him for lack of communication into the thesis the whole company runs on: the relationship lives wherever the client actually experiences it.

At Fynancial he leads product vision and enterprise partnerships, and he is the loudest voice for making the client experience worthy of the advice behind it.

Tom Fields

Press and appearances

Posts by this author

How to Maintain a Consistent Client Outreach Cadence

Client Touchpoint Strategies You Can Run in Fynancial

When the Largest Firms Make the Client App Core Infrastructure, They Are Repricing the Interface

Most 'AI for Advisors' Is a Demo. The Difference Is Data and Delivery.

Growth Exposes the Operations You Built Quietly, or the Ones You Didn't

Your Prospect Decides in the First Few Minutes. Stop Pitching and Let Them Feel It.

Growth in Wealth Management Is a Precision Game, Not a Volume Game

Installed Software and Adopted Software Are Different Assets. Only One Creates Value.

You Don't Lose the Next Generation Over Bad Content. You Lose Them Because They Never Experience Your Firm.

When a Client Says 'Lack of Communication,' They Almost Never Mean Frequency

The Traditional Portal Is Not a Client Experience Strategy

The Infrastructure Gap Is Now a Valuation Gap

Engineering Organic Growth

Governing AI at the Last Mile

Brand Equity in Wealth Management Is Earned at the Client Interface

Standardizing the Client Experience Across an Acquired Portfolio

Organic Growth Rate as a Valuation Signal

Execution Authority Has Become More Valuable Than Data Ownership

The Platform Premium Is Not Theoretical

Regulatory Complexity Is an Architectural Constraint, Not a Competitive Moat

The Great Wealth Transfer Is an Enterprise Risk Event, Not a Marketing Opportunity

Key-Person Dependency Is a Valuation Discount, Not a Culture Strength

Beyond AUM: How Institutional Capital Has Redefined the Criteria for Enterprise Value in Wealth Management

The Post-Merger Integration Premium: Why Operational Architecture Is the Most Expensive Line Item You're Not Pricing Into Your Acquisitions

Due Diligence Begins at the Client Interface: What Your Technology Architecture Signals to Institutional Acquirers