Shawn Brayman's guest appearances

Shawn Brayman

Fintech Impact

David Katz

Ian Crosby

Michael Kitces

Mauricio Di Bartolomeo

Daniel Crosby

Alan Moore

Alex Sklar

Samantha Ettus

Sean Brown

Hayden James

Mark Evans

Yaron Ben-Zvi

Steve Sanduski

Ethan Buchman

Dan Doney

OwlTail

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 suitability. ● 12:38: – Suitability Pro provides value by enabling triggers that help advisors know when to coach clients. ● 14:40: – They discuss caring about client goals over the rate of return. ● 16:22: – Brayman explores how to help advisors provide value without realizing they’re providing value. ● 17:39: – What are possible integrations for the product? ● 23:06: – This product’s new infrastructure will help to avoid conflict that comes when advisors are using different methodologies. ● 25:14: – They review the five University of Georgia case studies and follow up research. ● 25:56: – What biases and traps am I falling into as an advisor? ● 28:08: – Discussion of the challenges of maintaining your own consistency as a professional. ● 28:49: – Pereira reflects on the value of checklists and standardization of procedures. ● 30:55: – “We made things complicated to pretend that they had value.” – Shawn Brayman. ● 33:19: – If he had one wish, what would Brayman change in his industry? ● 34:42: – What was the biggest challenge in building this product? ● 37:05: – What excites you most about what you’re working on? 3 Key Points 1. Suitability Pro introduces new mechanisms that allow advisors to frame their own professional judgment while standardizing their approach. 2. One of the goals in developing Suitability Pro is to help advisors provide better financial advice almost by default. 3. Suitability Pro builds on a legacy of academic excellence as well as the culture that is oriented to best practices in every instance. Tweetable Quotes: ● “Pro is taking the very best that we've learned in goal-based investing, risk profiling, at every level, tolerance for risk, and so on, and all of the pieces around tracking suitability over time." – Shawn Brayman. ● “A planner should know their client better than anyone else in the world.” – Shawn Brayman. ● “It's not only what you do, it's that you articulate how you're doing it and you maintain your own consistency.” – Shawn Brayman. Resources Mentioned: ● Episode 6: Plan Plus with Shawn Brayman ● The LegacyGroup ●FinaMetrica ●Redtail ●Orion ●MoneyGuidePro ● The Checklist Manifesto ● SuitabilityPro ● Shawn BraymanLinkedIn,Twitter  Hosted on Acast. See acast.com/privacy for more information.

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 suitability. ● 12:38: – Suitability Pro provides value by enabling triggers that help advisors know when to coach clients. ● 14:40: – They discuss caring about client goals over the rate of return. ● 16:22: – Brayman explores how to help advisors provide value without realizing they’re providing value. ● 17:39: – What are possible integrations for the product? ● 23:06: – This product’s new infrastructure will help to avoid conflict that comes when advisors are using different methodologies. ● 25:14: – They review the five University of Georgia case studies and follow up research. ● 25:56: – What biases and traps am I falling into as an advisor? ● 28:08: – Discussion of the challenges of maintaining your own consistency as a professional. ● 28:49: – Pereira reflects on the value of checklists and standardization of procedures. ● 30:55: – “We made things complicated to pretend that they had value.” – Shawn Brayman. ● 33:19: – If he had one wish, what would Brayman change in his industry? ● 34:42: – What was the biggest challenge in building this product? ● 37:05: – What excites you most about what you’re working on? 3 Key Points 1. Suitability Pro introduces new mechanisms that allow advisors to frame their own professional judgment while standardizing their approach. 2. One of the goals in developing Suitability Pro is to help advisors provide better financial advice almost by default. 3. Suitability Pro builds on a legacy of academic excellence as well as the culture that is oriented to best practices in every instance. Tweetable Quotes: ● “Pro is taking the very best that we've learned in goal-based investing, risk profiling, at every level, tolerance for risk, and so on, and all of the pieces around tracking suitability over time." – Shawn Brayman. ● “A planner should know their client better than anyone else in the world.” – Shawn Brayman. ● “It's not only what you do, it's that you articulate how you're doing it and you maintain your own consistency.” – Shawn Brayman. Resources Mentioned: ● Episode 6: Plan Plus with Shawn Brayman ● The LegacyGroup ●FinaMetrica ●Redtail ●Orion ●MoneyGuidePro ● The Checklist Manifesto ● SuitabilityPro ● Shawn BraymanLinkedIn,Twitter  Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Suitability Pro with Shawn Brayman (CEO) | E88

Summary:In this 6th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shawn Brayman, the CEO of PlanPlus, a prominent Canadian source of financial planning software. Jason and Shawn discuss how PlanPlus has grown, their focus on research, and how to evolve financial planning services ethically for their customers.Show Notes:●     01:23 – PlanPlus is Canadian-based company doing financial planning with a                     multi-currency, multi-jurisdictional, and multi-lingual global platform—                     focused on research and best-practices.●     02:48 – PlanPlus spun out from a larger Hewlett Packard ISV back                    in about 1985.●     05:14 – PlanPlus acquired FinaMetrica from Australia, the home of risk tolerance                    testing.●     05:49 – In 2001, PlanPlus went to the cloud early.●     06:42 – They have planners in 20-30 counties and about 50 that are supported                     with the software.●     11:34 – The merger with PlanPlus and FinaMetrica currently involved 60-70 of                    PlanPlus’ clients using FinaMetrica.●     21:10 – Fintech is a redefinition of how we can apply technology.●     26:33 – Millennials are used to immediacy. If Amazon can ship purchases in the                    same day, why does it take so long to pull together data for financial                    planners?●     30:30 – Amazon is talking about getting into checking accounts.●     32:27 – PlanPlus’ has a research commitment to focus on science and not personal                    biases.●     38:42 – The Journal of Financial Planning and the Financial Services Review by                    the Academy of Financial Services are the key industry journals.●     40:07 – Canada is in the bottom 10% on planet Earth for what they charge in                    embedded fees.●     44:15 – In Australia, only 25% of financial planners pass the competency test. 3 Key Points:1 PlanPlus acquired FinaMetrica from Australia, the home of risk tolerance  testing.2. Millennials are used to immediacy. Data for financial planners needs to catch up to that faster speed.3. The Journal of Financial Planning and the Financial Services Review by the Academy of Financial Services are the top industry journals. Tweetable Quotes:-     “Basically, PlanPlus was actually a spin-out from a larger Hewlett Packard ISV back       in about 1985.“ – Shawn Brayman-     “Customer-wise, we have planners or advisors…running around 20 to 30 different       countries.“ – Shawn Brayman-     “Canada is in the bottom 10% on planet Earth for what we charge in embedded        fees.” – Shawn BraymanResources Mentioned:● LinkedIn – Jason Pereira’s LinkedIn● Facebook – Jason Pereira’s Facebook● Woodgate Financial – Website for Woodgate Financial● LinkedIn – Shawn Brayman’s LinkedIn page● Twitter – Shawn Brayman’s Twitter page● PlanPlus – Shawn Brayman's Twitter page Hosted on Acast. See acast.com/privacy for more information.

Summary:In this 6th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shawn Brayman, the CEO of PlanPlus, a prominent Canadian source of financial planning software. Jason and Shawn discuss how PlanPlus has grown, their focus on research, and how to evolve financial planning services ethically for their customers.Show Notes:●     01:23 – PlanPlus is Canadian-based company doing financial planning with a                     multi-currency, multi-jurisdictional, and multi-lingual global platform—                     focused on research and best-practices.●     02:48 – PlanPlus spun out from a larger Hewlett Packard ISV back                    in about 1985.●     05:14 – PlanPlus acquired FinaMetrica from Australia, the home of risk tolerance                    testing.●     05:49 – In 2001, PlanPlus went to the cloud early.●     06:42 – They have planners in 20-30 counties and about 50 that are supported                     with the software.●     11:34 – The merger with PlanPlus and FinaMetrica currently involved 60-70 of                    PlanPlus’ clients using FinaMetrica.●     21:10 – Fintech is a redefinition of how we can apply technology.●     26:33 – Millennials are used to immediacy. If Amazon can ship purchases in the                    same day, why does it take so long to pull together data for financial                    planners?●     30:30 – Amazon is talking about getting into checking accounts.●     32:27 – PlanPlus’ has a research commitment to focus on science and not personal                    biases.●     38:42 – The Journal of Financial Planning and the Financial Services Review by                    the Academy of Financial Services are the key industry journals.●     40:07 – Canada is in the bottom 10% on planet Earth for what they charge in                    embedded fees.●     44:15 – In Australia, only 25% of financial planners pass the competency test. 3 Key Points:1 PlanPlus acquired FinaMetrica from Australia, the home of risk tolerance  testing.2. Millennials are used to immediacy. Data for financial planners needs to catch up to that faster speed.3. The Journal of Financial Planning and the Financial Services Review by the Academy of Financial Services are the top industry journals. Tweetable Quotes:-     “Basically, PlanPlus was actually a spin-out from a larger Hewlett Packard ISV back       in about 1985.“ – Shawn Brayman-     “Customer-wise, we have planners or advisors…running around 20 to 30 different       countries.“ – Shawn Brayman-     “Canada is in the bottom 10% on planet Earth for what we charge in embedded        fees.” – Shawn BraymanResources Mentioned:● <a href="https://ca.linkedin.com/in/pereirajm" rel="nofollow" target="_blank">LinkedIn</a> – Jason Pereira’s LinkedIn● <a href="https://www.facebook.com/jason.pereira" rel="nofollow" target="_blank">Facebook</a> – Jason Pereira’s Facebook● <a href="http://www.woodgate.com/" rel="nofollow" target="_blank">Woodgate Financial</a> – Website for Woodgate Financial● <a href="https://ca.linkedin.com/in/shawnbrayman" rel="nofollow" target="_blank">LinkedIn</a> – Shawn Brayman’s LinkedIn page● <a href="https://twitter.com/shawnbrayman?lang=en" rel="nofollow" target="_blank">Twitter</a> – Shawn Brayman’s Twitter page● <a href="http://www.planplus.com/media/Shawn-Brayman-Bio-2016-.pdf" rel="nofollow" target="_blank">PlanPlus</a> – Shawn Brayman's Twitter page Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Plan Plus with Shawn Brayman (Founder)| EP6