A discussion with Tony Leal, President and CTO of PIEtech/MoneyGuidePro on the future of technology in financial planning. MoneyGuidePro is recognised as the most popular financial planning software in the U.S. It’s software is used by independent solo advisors all the way up to Schwab. As leaders in the industry their developments are watched by thousands of advisors and firms.
Listen to the interview below.
In This Interview We Discuss…
0:25 – MoneyGuidePro has been around for about 17 years, what’s the vision for the years to come?
01:25 – Are you serving advisors or end clients?
02:05 – How do you see the financial planning process changing due to technologies like MoneyGuidePro?
03:20 – What is myMoneyGuide? Why is it important?
05:20 – What are your thoughts on robo-advisors? How do you see MoneyGuidePro helping advisors as they are challenged by new technology?
09:12 – What advice would you give to small advisory firms given what you see in the industry.
12:10 – What differentiates the top/best performing advisors from the rest?
13:33 – What advice would you give to your 30 year old?
Learn more about Tony Leal