Articles by Patrick Meyer

About the author:

Patrick Meyer

Account executive

After graduating from the University of Wisconsin-Madison, Patrick helped individuals with their insurance needs. Now in the FinTech world, Patrick is driven by his desire to help advisors adapt and profit from the ever-changing financial landscape.

4 areas to consider with the central planning model

There are plenty of reasons why a financial services firm wants to be both efficient and specialized, but the two can often work against each other. In response to these sacrifices that firms found themselves making, a common trend in the financial planning industry has been implementing central planning.

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4 areas to consider with the central planning model

There are plenty of reasons why a financial services firm wants to be both efficient and specialized, but the two can often work against each other. In response to these sacrifices that firms found themselves making, a common trend in the financial planning industry has been implementing central planning.

Read More